1 00:00:00,040 --> 00:00:01,760 Yo-yo, yo, what up? What up? 2 00:00:01,760 --> 00:00:04,640 Good morning. Good morning, GMG. 3 00:00:09,600 --> 00:00:14,200 Monday, maybe Monday. Monday, Monday. 4 00:00:14,200 --> 00:00:17,160 New week. Oh yeah. 5 00:00:19,240 --> 00:00:24,080 March 17th. Yeah, 2025. 6 00:00:24,080 --> 00:00:28,000 Look at that, another beautiful lady had a beautiful day. 7 00:00:28,000 --> 00:00:31,880 I got my coast in the house. Oh we are back, we're back. 8 00:00:31,880 --> 00:00:34,560 Shout out to Logie Wan Kenobi, shout out to Logan for filling 9 00:00:34,560 --> 00:00:37,320 in last week. But this week the lads are back 10 00:00:37,360 --> 00:00:40,880 and we are back in action and got my coast, Tyler and Mando in 11 00:00:40,880 --> 00:00:41,560 the house. What's up y'all? 12 00:00:42,200 --> 00:00:43,800 Good morning. How are you doing today? 13 00:00:43,800 --> 00:00:47,880 How was y'all's weekends? Fantastic. 14 00:00:48,280 --> 00:00:49,520 Yeah, really, really good. What about you? 15 00:00:50,440 --> 00:00:52,440 Good, good. It's been a while, Mando. 16 00:00:52,760 --> 00:00:55,360 God damn it, It's weird. One week without you now. 17 00:00:55,480 --> 00:00:59,800 I mean, even though we really talk every day, but like, OK, so 18 00:00:59,800 --> 00:01:01,040 we did a host together, but we're talking. 19 00:01:01,720 --> 00:01:03,440 But you're back. You're back. 20 00:01:05,040 --> 00:01:06,280 You know, it doesn't have a short arm. 21 00:01:06,280 --> 00:01:07,800 It's not a long sleeve on. I don't know what that means. 22 00:01:07,800 --> 00:01:10,680 It means it's long. We'll we'll we'll interpret this 23 00:01:10,960 --> 00:01:15,560 however our bias makes it to be. Tyler with the bull's hat. 24 00:01:15,560 --> 00:01:17,080 There you go. Ty Mando's long. 25 00:01:17,080 --> 00:01:18,880 Tyler's got a bull's hat on. You'd like to see that? 26 00:01:18,960 --> 00:01:20,200 FOMC week. Big week. 27 00:01:20,280 --> 00:01:23,400 Tyler, how you doing this week? Big week, feeling good. 28 00:01:23,800 --> 00:01:26,560 What I love about this market right now is that it's slowed 29 00:01:26,560 --> 00:01:29,400 down. It makes it easy to to, but 30 00:01:29,400 --> 00:01:31,960 there's still enough happening that there's still some action. 31 00:01:31,960 --> 00:01:35,360 We saw some green on the NFT board here this weekend, some 32 00:01:35,360 --> 00:01:38,640 green on the tokens. So it was a nice weekend and 33 00:01:38,640 --> 00:01:42,240 Saint Patty's Day in Chicago when you see the river, that 34 00:01:42,240 --> 00:01:45,560 beautiful green, perhaps a sign of things to come. 35 00:01:47,480 --> 00:01:50,920 I I celebrated Saint Patty's Day here in Montreal too because you 36 00:01:51,000 --> 00:01:53,360 have a massive parade Saturday night. 37 00:01:53,360 --> 00:01:55,240 I had about 12 too many guinnesses. 38 00:01:55,240 --> 00:01:58,120 It's great. I don't regret so we like. 39 00:01:58,880 --> 00:02:02,080 I lived in the UK for many years and like Saint Patty's Day is 40 00:02:02,080 --> 00:02:04,520 not that big a deal. It's a huge deal here and it's 41 00:02:04,520 --> 00:02:06,600 Chicago. Here way bigger in North America 42 00:02:06,600 --> 00:02:08,240 than it is in like. England is that dude. 43 00:02:08,240 --> 00:02:10,560 It's another excuse to just get lit, you know? 44 00:02:10,840 --> 00:02:13,680 Like in Ireland, if you're in Dublin, yeah, like, yeah, it's 45 00:02:13,800 --> 00:02:17,280 like a big thing and often there's rugby on around this 46 00:02:17,280 --> 00:02:20,360 time, so like of which Ireland are are good at. 47 00:02:20,360 --> 00:02:23,760 So you'll see stuff around that. But like, it sounds as though 48 00:02:23,920 --> 00:02:27,520 North America goes wild for it. Like this parade, everyone goes 49 00:02:27,560 --> 00:02:29,000 out. Like, it's definitely not like 50 00:02:29,040 --> 00:02:31,480 that. I found out in Montreal this 51 00:02:31,480 --> 00:02:32,920 week. There's the Chinese Irish 52 00:02:32,920 --> 00:02:36,680 community, there's the Caribbean Irish community, there's the 53 00:02:36,680 --> 00:02:39,320 fucking like everything they all had their different deaths. 54 00:02:39,320 --> 00:02:41,120 For us. It's about going and then you 55 00:02:41,120 --> 00:02:43,400 have like the Chinese Irish going on doing their fucking 56 00:02:43,400 --> 00:02:45,360 crazy shit. Then you end up Caribbean Irish 57 00:02:45,360 --> 00:02:49,800 going on and, and I found out all these different Irish 58 00:02:52,360 --> 00:02:56,400 derivatives and it was, it was like an NFT project, this 59 00:02:56,400 --> 00:02:57,680 parade. It was amazing. 60 00:02:57,920 --> 00:02:59,720 There's all the different type of Irish people. 61 00:02:59,800 --> 00:03:03,800 It was so good to see and, and Irish car bombs are fucking 62 00:03:03,800 --> 00:03:06,480 delicious. So basically it's like what it's 63 00:03:06,480 --> 00:03:11,280 like a half a pint of Guinness with a shot of Jamie in there. 64 00:03:11,280 --> 00:03:15,640 And then you drop a Bailey's. My God, it's so good. 65 00:03:17,360 --> 00:03:19,840 You know, if you're over the age of 18 in Canada, of course, and 66 00:03:19,840 --> 00:03:22,920 over the age of 21 USA, I was putting my disclaimers out 67 00:03:22,920 --> 00:03:24,520 there. But yeah, we did celebrate Saint 68 00:03:24,520 --> 00:03:25,440 Patty's Day. It was nice. 69 00:03:25,440 --> 00:03:27,600 Also, it's green Tyler. So we're we're, we're both. 70 00:03:27,760 --> 00:03:29,560 You got to celebrate the green, you know what I mean? 71 00:03:29,760 --> 00:03:32,240 It's the IT is one of the biggest weekends of the year in 72 00:03:32,280 --> 00:03:33,120 Chicago. Like this is. 73 00:03:33,200 --> 00:03:35,200 Yeah, oh, man, from, from all over. 74 00:03:35,200 --> 00:03:36,880 It's a huge weekend. And the weather was great. 75 00:03:36,880 --> 00:03:39,920 It was we we had the 60s, so it was warm. 76 00:03:40,200 --> 00:03:43,360 So yeah, we're going nuts. Yeah, exactly. 77 00:03:43,360 --> 00:03:47,760 So it's it's it's always, it's always, it's always a good time. 78 00:03:47,840 --> 00:03:49,320 It's. Anyway, it was a warm weekend 79 00:03:49,320 --> 00:03:50,440 too. You have to see that all the 80 00:03:50,440 --> 00:03:53,440 snow's finally melted. It is the spring equinox this 81 00:03:53,440 --> 00:03:56,000 week, lads. So spring cleaning is around the 82 00:03:56,000 --> 00:03:57,400 corner now. Let's see what that means. 83 00:03:59,240 --> 00:04:01,560 Oh, my God. Iris Carbone has a very 84 00:04:01,560 --> 00:04:03,520 different meeting in England. That's terrible. 85 00:04:03,520 --> 00:04:06,960 The comment, bro. Jesus Christ, you guys. 86 00:04:12,240 --> 00:04:16,959 He's coming dude, I hate the Internet anyways to the other 87 00:04:16,959 --> 00:04:21,839 show. I shouldn't laugh at that right 88 00:04:23,280 --> 00:04:26,680 this on the show All right, well, we didn't have our quant 89 00:04:26,680 --> 00:04:30,160 last week, so let's let's talk with our quant why he's got 90 00:04:30,160 --> 00:04:32,160 coming up this week. I saw you post something about 91 00:04:32,160 --> 00:04:34,320 like a lot of data coming. We have FOMC for the first time 92 00:04:34,320 --> 00:04:37,800 in a couple months as well. So it's, it's going to be 93 00:04:37,960 --> 00:04:41,680 interesting to see that we've got Tyler's top 100. 94 00:04:41,680 --> 00:04:44,120 I mean, looks like we have a, there's a lot of news cycle. 95 00:04:44,120 --> 00:04:45,960 So let's see what you've got for us. 96 00:04:46,960 --> 00:04:49,360 No spins today, but you know, tomorrow all the way through 97 00:04:49,360 --> 00:04:53,840 Friday, we're going to do a bunch of Robert lootbox spins. 98 00:04:53,840 --> 00:04:57,120 And then as usual, this show is powered by powered by galaxies. 99 00:04:57,120 --> 00:04:59,680 Galaxies is a Web 3 platform empowering creators and brands 100 00:04:59,680 --> 00:05:02,680 to build unstoppable communities with full ownership and 101 00:05:02,680 --> 00:05:05,400 independence, trusted by icons like Donald Trump, Steve Aoki, 102 00:05:05,400 --> 00:05:08,320 Mike Tyson and the NBA, shaping together the future of 103 00:05:08,320 --> 00:05:10,120 engagement, but also Wallet Connect. 104 00:05:10,120 --> 00:05:12,680 Wallet Connect is a connectivity network shaping the future of on 105 00:05:12,680 --> 00:05:14,800 chain UX. If you've connected to a Web 3 106 00:05:14,800 --> 00:05:17,520 app, you've seen Wallet Connect that blue logo, it's everywhere. 107 00:05:17,600 --> 00:05:20,840 An icon of trust in crypto, as recognizable as Visa at 108 00:05:20,840 --> 00:05:22,720 checkout. Want to learn more? 109 00:05:22,720 --> 00:05:27,720 Follow Wallet Connect on X and Telegram to stay ahead of what's 110 00:05:27,720 --> 00:05:29,200 next. Also, the Wallet Connect markets 111 00:05:29,200 --> 00:05:34,800 are live on Myriad Markets, 15,000 predictors and 1.1 112 00:05:34,800 --> 00:05:38,480 billion points already at stake on the Wallet Connect Myriad 113 00:05:38,480 --> 00:05:39,880 Markets, and that's just four days. 114 00:05:39,960 --> 00:05:41,680 They're going to run for two months. 115 00:05:41,920 --> 00:05:45,560 There's 150,000 Wallet Connect tokens up for grabs. 116 00:05:45,560 --> 00:05:48,160 So I'm just saying if this token goes to a dollar, that's 117 00:05:48,880 --> 00:05:54,000 $150,000 that we're giving away. So, you know, go predict. 118 00:05:54,400 --> 00:05:56,040 Listen to Friday's show, right, Tyler? 119 00:05:56,040 --> 00:05:58,440 We give people the alpha. Tyler dug into the numbers, so 120 00:05:58,720 --> 00:06:01,880 check him out anyways. Mando, Mando. 121 00:06:01,880 --> 00:06:03,280 Mando. Mando, Mando. 122 00:06:03,280 --> 00:06:06,080 Where's my thing? I I need to reconfigure my Rd. 123 00:06:06,080 --> 00:06:08,360 caster. I lose my my thingies. 124 00:06:09,080 --> 00:06:11,440 I can't see you haven't been on this trip for one week and I 125 00:06:11,440 --> 00:06:12,760 forget where your buttons. Oh, there it is. 126 00:06:13,320 --> 00:06:14,640 No, no, no, no. That's not it. 127 00:06:15,080 --> 00:06:26,080 There you go. Can you dig it? 128 00:06:27,560 --> 00:06:29,640 Yeah. So it is going to be a bit of a 129 00:06:29,640 --> 00:06:31,160 big week. It looks like this week for 130 00:06:31,160 --> 00:06:35,080 macro, obviously I missed most of last week. 131 00:06:35,440 --> 00:06:38,960 Feels like we've we've bounced a little bit from kind of the high 132 00:06:38,960 --> 00:06:43,000 70s and now we're just kind of hanging out in the low 80s. 133 00:06:44,440 --> 00:06:46,720 Majority of what people are saying is that everything was 134 00:06:46,720 --> 00:06:49,960 kind of oversold on macro. This was four weeks of the 135 00:06:49,960 --> 00:06:55,080 NASDAQ being lower, a lot of all oversold metrics being hit. 136 00:06:55,080 --> 00:06:59,400 We do have a bounce on on Friday, but generally like when 137 00:06:59,400 --> 00:07:03,040 it gets this bad, we're either going to enter a bear market or 138 00:07:03,040 --> 00:07:04,640 you're going to see a significant bounce. 139 00:07:06,000 --> 00:07:08,280 So you kind of got to make that call right now. 140 00:07:08,640 --> 00:07:13,080 There's been some, you know, some, some signs of stress in, 141 00:07:13,080 --> 00:07:17,680 in the US, like some signs we're heading for like maybe a light 142 00:07:17,680 --> 00:07:21,800 recession, but I don't know, I'm not buying them just yet. 143 00:07:21,800 --> 00:07:25,480 Like let's see how the tariffs, the tariffs, the tariffs go. 144 00:07:25,480 --> 00:07:28,200 We obviously have the Fed. They're not going to announce a 145 00:07:28,200 --> 00:07:31,000 rate cut this week where it's highly, highly likely they will 146 00:07:31,000 --> 00:07:34,040 not. But they may signal a big change 147 00:07:34,040 --> 00:07:37,680 in path just given the weakness in general from the stock 148 00:07:37,680 --> 00:07:41,320 market. So you could see a no cut, but 149 00:07:41,320 --> 00:07:43,480 dovish, dovish commentary sort of thing. 150 00:07:45,360 --> 00:07:48,000 I think that's what majority of people are are, are thinking. 151 00:07:48,480 --> 00:07:52,400 Bitcoin dominance continues to be up around 62%. 152 00:07:53,360 --> 00:07:56,600 Feels as though Bitcoin needs to rally before anything else 153 00:07:56,600 --> 00:07:58,440 really can. We haven't seen any sort of 154 00:07:58,440 --> 00:08:00,480 sustained strength in any of the other L ones. 155 00:08:01,000 --> 00:08:05,720 Although interestingly today Binance BNB has been the 156 00:08:05,720 --> 00:08:08,800 strongest and a number of the Binance memes also were kind of 157 00:08:08,800 --> 00:08:11,480 running. So I don't know if that's like 158 00:08:11,480 --> 00:08:13,160 going to be an ongoing thing. Obviously they got the 159 00:08:13,160 --> 00:08:16,440 investment from Abu Dhabi 2 weeks ago. 160 00:08:16,440 --> 00:08:21,240 So there's been some and there's light positivity around BNB in 161 00:08:21,240 --> 00:08:27,120 general, but BNB decks volumes again flip Solana over the last 162 00:08:27,120 --> 00:08:29,120 24 hours. I think Sol decks volumes 163 00:08:29,120 --> 00:08:32,240 actually hit a year to date low over the weekend, which I guess 164 00:08:32,240 --> 00:08:34,559 is a surprise to kind of absolutely nobody. 165 00:08:34,559 --> 00:08:38,280 But it does feel as though D Jens are slightly moving away 166 00:08:38,280 --> 00:08:42,760 from Solana at the moment. We've BNB seems to be one place. 167 00:08:42,760 --> 00:08:44,920 There's been some stuff on Avax, there's been some stuff on 168 00:08:44,920 --> 00:08:47,400 Sonic. But yeah, we're generally seeing 169 00:08:47,480 --> 00:08:51,400 that Seoul is losing out on some of the like, the more degenerate 170 00:08:51,400 --> 00:08:55,000 activity. I don't know what what what to 171 00:08:55,000 --> 00:08:57,120 really make from here. Like, my guess is that we could 172 00:08:57,120 --> 00:08:59,040 be in this sort of pattern for a long, long time. 173 00:08:59,040 --> 00:09:03,080 I hate to say it, but like, we could be here for for many 174 00:09:03,080 --> 00:09:04,960 months. Just like given how suppressed 175 00:09:04,960 --> 00:09:09,000 activity feels suddenly, it really does remind me of periods 176 00:09:09,000 --> 00:09:11,480 where you know, you can be here for a long time and nothing 177 00:09:11,480 --> 00:09:13,480 really happens. Bitcoin is moving in a 178 00:09:13,480 --> 00:09:16,800 relatively narrow range. So maybe we do see like a a dump 179 00:09:16,800 --> 00:09:21,080 back down to like 75 K before it decides what it wants to do or, 180 00:09:21,080 --> 00:09:23,960 or maybe like a slight rise. But this doesn't feel like this 181 00:09:23,960 --> 00:09:25,800 sort of market where Bitcoin's going to go from strength to 182 00:09:25,800 --> 00:09:27,920 strength. Like the, the, the near term 183 00:09:27,920 --> 00:09:32,960 catalyst to me seem slightly more pushed out in that we'll 184 00:09:32,960 --> 00:09:35,440 probably get some stable coin regulation in the summer and 185 00:09:35,600 --> 00:09:40,440 we'll probably get some, we may get some RWA regulation this 186 00:09:40,440 --> 00:09:42,760 year. I, I don't, I'm not as bullish 187 00:09:42,760 --> 00:09:44,680 on that. But those are like the two like 188 00:09:44,800 --> 00:09:47,880 big, big ones coming from, from on the political side. 189 00:09:48,280 --> 00:09:51,920 And then the other side of it is just like it's more macro stuff. 190 00:09:51,920 --> 00:09:55,200 It's like people are getting bullish on M2 growth again and 191 00:09:55,200 --> 00:09:57,240 getting bullish on like global liquidity going higher. 192 00:09:57,240 --> 00:10:00,240 And, and those things take a little bit of time. 193 00:10:00,440 --> 00:10:03,120 You know, normally like they're not like, oh, this week it's 194 00:10:03,120 --> 00:10:05,240 suddenly just everyone rushes back into crypto. 195 00:10:05,240 --> 00:10:10,600 So I think we have potentially a more supportive backdrop here on 196 00:10:10,600 --> 00:10:13,680 that, particularly coming out of Asia. 197 00:10:13,680 --> 00:10:15,680 So U.S. stocks have been doing terribly this year. 198 00:10:15,680 --> 00:10:18,400 Chinese stocks are having the best year they've had ever so 199 00:10:18,400 --> 00:10:22,920 far. So and you can see the global 200 00:10:22,920 --> 00:10:26,600 liquidity is going higher there. So maybe we'll see like a bit 201 00:10:26,600 --> 00:10:29,360 more of a correlation to global liquidity rather than just tech 202 00:10:29,360 --> 00:10:32,480 stocks, which I think has been dragging a lot of things lower. 203 00:10:34,280 --> 00:10:36,920 But but maybe we weren't and maybe we could be here for, for, 204 00:10:36,920 --> 00:10:39,400 for a few months. So I mean, what, what do you do 205 00:10:39,400 --> 00:10:42,800 in these sort of periods? We've been in these periods for 206 00:10:42,800 --> 00:10:45,440 many months before us three, I guess like we know how. 207 00:10:47,480 --> 00:10:49,840 Yeah, we have. The things that become popular 208 00:10:49,840 --> 00:10:52,240 are things like farming. So you like might farm a new 209 00:10:52,240 --> 00:10:55,400 chain, you might do a bit more like D5 stuff. 210 00:10:55,400 --> 00:10:59,840 There's been interesting like a return to NFTS a little bit like 211 00:10:59,960 --> 00:11:03,440 not crazy stuff, but like definitely seeing people pay 212 00:11:03,440 --> 00:11:07,200 attention to those a little bit more people checking out other 213 00:11:07,200 --> 00:11:09,720 chains for for Dijon activity that's happened a little bit 214 00:11:09,720 --> 00:11:14,920 more. And yeah, just activities low. 215 00:11:14,960 --> 00:11:17,600 Like the, the biggest story of the weekend was that they were 216 00:11:17,600 --> 00:11:20,560 trying to, they were trying to liquidate a hyper liquid trainer 217 00:11:21,880 --> 00:11:25,000 and that was a 2 day story. You know, I mean, it actually 218 00:11:25,000 --> 00:11:29,480 ended up nothing happening. So I it, it, yeah, this feels 219 00:11:29,480 --> 00:11:31,160 like a bit of a slower, slower new cycle. 220 00:11:31,560 --> 00:11:35,680 The, the, the main near term or the, the main catalyst for me 221 00:11:36,120 --> 00:11:41,320 now seem to be a little bit further out in that we're really 222 00:11:41,320 --> 00:11:45,760 looking at macro like the Fed slow shifting of policy. the Fed 223 00:11:45,760 --> 00:11:48,800 shifts policy over months, not days, right? 224 00:11:48,800 --> 00:11:51,080 So we're talking about, you know, maybe by the end of this 225 00:11:51,080 --> 00:11:54,240 year, we're out of QT. We've had a few rate cuts that 226 00:11:54,240 --> 00:11:58,880 sort of stuff. We may get some some headlines 227 00:11:58,880 --> 00:12:04,960 about like a like a major corporate or or maybe another 228 00:12:04,960 --> 00:12:07,440 major nation getting into crypto, but we've kind of we're 229 00:12:07,440 --> 00:12:09,240 kind of in the rear view of some of that already. 230 00:12:09,240 --> 00:12:11,760 Like at the moment, US has already announced basically 231 00:12:11,760 --> 00:12:15,440 their policy. Russia is, is, is seemingly 232 00:12:15,440 --> 00:12:16,840 using it a lot. And we kind of already know 233 00:12:16,840 --> 00:12:18,920 that. The main one would be if China 234 00:12:18,920 --> 00:12:21,800 then like was a bit more loud about, yeah, we're going to 235 00:12:21,800 --> 00:12:23,480 unbank crypto and be a bit more involved. 236 00:12:23,480 --> 00:12:27,560 But I, I, who can, who can say with that if or when that would 237 00:12:27,560 --> 00:12:30,480 happen or if it would be as public as like how the US add 238 00:12:30,480 --> 00:12:32,400 with like a big press conference saying, Hey, we're going to get 239 00:12:32,400 --> 00:12:37,960 back into crypto. So I think just slow down, don't 240 00:12:38,080 --> 00:12:45,120 get wrecked going after 10X gains over like a week or 241 00:12:45,120 --> 00:12:47,920 something like that. You can normally pick up on 242 00:12:47,920 --> 00:12:50,960 trends a little bit a little bit slower in this market, which is 243 00:12:50,960 --> 00:12:54,120 quite good. Like you had plenty of time to 244 00:12:54,360 --> 00:12:56,240 to get involved in the scores of Lucy's thing. 245 00:12:56,720 --> 00:12:59,160 You have plenty of time to get involved in some of the more 246 00:12:59,160 --> 00:13:01,240 AirDrop stuff that's happening I think at the moment. 247 00:13:02,840 --> 00:13:06,040 And you can kind of also see the shifts in L1's there a little 248 00:13:06,040 --> 00:13:08,280 bit. So you can see, oh, money's 249 00:13:08,280 --> 00:13:10,640 flowing out of this into this. And like, maybe this is an 250 00:13:10,640 --> 00:13:14,160 interesting thing to look at. So slow down, pay, pay 251 00:13:14,160 --> 00:13:15,720 attention, but you can slow down. 252 00:13:15,720 --> 00:13:19,200 And, and I think I still think we're in a, in a relatively 253 00:13:19,200 --> 00:13:21,320 sported backdrop that we're not going to like completely fall 254 00:13:21,320 --> 00:13:26,640 out of bed. Love to hear that you're 255 00:13:26,680 --> 00:13:28,160 sounding really bearish. I'm not going to lie, I don't 256 00:13:28,160 --> 00:13:30,160 like it. I'm not sound embarrassed. 257 00:13:30,160 --> 00:13:33,320 I'm just sounding like, do you think Bitcoin's going to 100K? 258 00:13:33,320 --> 00:13:37,240 Yeah. It's me or Tyler. 259 00:13:37,680 --> 00:13:41,480 This week. Or no this week, right? 260 00:13:41,560 --> 00:13:45,480 So is it going to three months? Yeah, maybe three months. 261 00:13:45,480 --> 00:13:47,000 I could say yes or no. It's not threatened. 262 00:13:47,000 --> 00:13:52,880 So we're we're we're kind of in June, July time, right, for a 263 00:13:52,880 --> 00:13:59,040 20% move in Bitcoin. So I'm just, I'm just tapering 264 00:13:59,160 --> 00:14:01,120 expectations. That doesn't mean you can't do 265 00:14:01,120 --> 00:14:02,960 stuff. I'm just saying that like, yeah, 266 00:14:02,960 --> 00:14:05,240 it's going to it, it feels quiet there right now, right? 267 00:14:05,240 --> 00:14:09,240 Like, let's be honest. It is so quiet bro, like even 268 00:14:09,240 --> 00:14:12,600 the news or the news like or the timelines are so boring 269 00:14:12,600 --> 00:14:14,560 sometimes. You're right Tyler, it seems 270 00:14:14,560 --> 00:14:16,320 like you have an opinion here. 100K this week I. 271 00:14:16,960 --> 00:14:19,720 Don't think we're on 100K this week, but what I took from 272 00:14:19,720 --> 00:14:25,280 Mando's overview there was like, while he doesn't think we're 273 00:14:25,280 --> 00:14:29,360 going to RIP up 20% in two weeks, he also doesn't. 274 00:14:29,520 --> 00:14:31,840 He's not calling for the bottom to fall out, right? 275 00:14:31,840 --> 00:14:34,160 Yeah, yeah, in the. Past couple weeks, I think there 276 00:14:34,160 --> 00:14:36,840 was more concern about like how low do we go? 277 00:14:37,600 --> 00:14:40,280 And if like one of the things that perhaps has changed, it's 278 00:14:40,280 --> 00:14:42,520 probably a little too soon to get too confident in it. 279 00:14:42,520 --> 00:14:46,000 But it feels like things like Scott Besant coming out and 280 00:14:46,000 --> 00:14:50,160 saying pull backs are normal. We're not going to a recession, 281 00:14:50,760 --> 00:14:54,360 right? It feels like we're probably not 282 00:14:54,360 --> 00:14:57,600 going to go super low. I guess like with with something 283 00:14:57,600 --> 00:15:02,160 like the true bears on the timeline calling for 69, calling 284 00:15:02,160 --> 00:15:08,760 for 50 that that feels a little tougher of a scenario to map out 285 00:15:09,040 --> 00:15:11,960 then perhaps it did even a week or two ago. 286 00:15:13,760 --> 00:15:18,160 In terms of like what is turning in the economic data, it's a lot 287 00:15:18,160 --> 00:15:21,080 of it is actually confidence. So it's like consumer 288 00:15:21,080 --> 00:15:25,240 confidence, business confidence, inflation expectations, that 289 00:15:25,240 --> 00:15:32,000 sort of stuff. And that that stuff can can be a 290 00:15:32,000 --> 00:15:35,280 leading indicator or it can be like the, the biggest red 291 00:15:35,280 --> 00:15:40,240 herrings, like U.S. consumer confidence at the lowest level 292 00:15:40,240 --> 00:15:46,560 in 11 years last week. Now, a lot of that is like 293 00:15:46,800 --> 00:15:51,000 worried about tariffs, like cost of living staying high, that 294 00:15:51,000 --> 00:15:54,040 sort of stuff. But often that sort of stuff it, 295 00:15:54,080 --> 00:15:55,880 it doesn't necessarily lead to a recession. 296 00:15:55,880 --> 00:15:57,760 That just leads to like a bit of a panic. 297 00:15:57,760 --> 00:15:59,640 So they can be leading indicators and they can just be 298 00:15:59,640 --> 00:16:02,240 like absolute, absolute nothings. 299 00:16:02,520 --> 00:16:06,280 And you know, as Ovie said even last week, that we're not, we 300 00:16:06,280 --> 00:16:09,360 are not where we were in 2022 by any means. 301 00:16:09,360 --> 00:16:16,080 Like monetary policy has got a lot of ammo it can do to to 302 00:16:16,080 --> 00:16:17,560 alleviate if anything goes wrong. 303 00:16:17,560 --> 00:16:21,440 So this doesn't feel like one of those to me. 304 00:16:21,440 --> 00:16:22,720 It feels like a bit of a freak out. 305 00:16:22,720 --> 00:16:28,560 I think that what we've really also saw is there's been a re 306 00:16:28,560 --> 00:16:35,120 evaluation of USAI valuations, which is, which is kind of 307 00:16:35,680 --> 00:16:39,000 necessary. Like you have Baidu, you have 308 00:16:39,000 --> 00:16:43,160 DeepSeek coming out with models which are at a fraction of the 309 00:16:43,160 --> 00:16:46,800 cost and it's similar or even better than some of the US 310 00:16:46,800 --> 00:16:50,480 models. And so you're seeing a a slight 311 00:16:50,480 --> 00:16:54,360 deflation in that, in the CapEx spend that was going to be 312 00:16:54,360 --> 00:16:57,920 expected there and also perhaps the value that's been created 313 00:16:57,920 --> 00:16:59,920 there. That doesn't necessarily that's 314 00:16:59,920 --> 00:17:02,720 not necessarily bad for the whole economy, but it is bad for 315 00:17:02,720 --> 00:17:06,079 the Magnificent 7 tech stocks and whose valuations were 316 00:17:06,079 --> 00:17:08,480 largely tied to them having almost a monopoly and what was 317 00:17:08,480 --> 00:17:11,680 going to come from AI. Baidu, for example, which is one 318 00:17:11,680 --> 00:17:15,160 of the major Chinese AI companies came out with a a 319 00:17:15,160 --> 00:17:18,359 model last week, which is everyone's saying it's like this 320 00:17:18,359 --> 00:17:23,160 is better than than way, way better than check GBT and much 321 00:17:23,160 --> 00:17:26,160 cheaper. So I think part of it is also 322 00:17:26,160 --> 00:17:30,960 just the stock market AI valuations again her and and and 323 00:17:30,960 --> 00:17:34,880 Kripa's been thrown in with that even as as a kind of low 324 00:17:34,880 --> 00:17:36,440 liquidity seems to be a little bit better. 325 00:17:38,680 --> 00:17:42,320 OK, love that. And then last thing, Mando, more 326 00:17:42,320 --> 00:17:49,080 on the macro sides of things, any and I saw you made a post 327 00:17:49,080 --> 00:17:51,320 this morning saying there's some some stuff coming up this week. 328 00:17:51,320 --> 00:17:52,360 I know. There's a. 329 00:17:52,800 --> 00:17:54,280 Huge week, right? Do you want to maybe take us to 330 00:17:54,280 --> 00:17:56,360 this week? Yeah, sure. 331 00:17:56,360 --> 00:17:58,800 I'll just bring up what I. Yeah, I'll bring up your tweet 332 00:17:58,840 --> 00:18:01,840 right now there. Boom and mix. 333 00:18:02,240 --> 00:18:08,680 Mixture of crypto and and, and and macro, but we have retail 334 00:18:08,680 --> 00:18:11,920 sales today. Then you also have I'll just 335 00:18:11,920 --> 00:18:14,960 focus on the macro stuff tomorrow. 336 00:18:14,960 --> 00:18:16,320 Obviously you have Trump and Putin. 337 00:18:16,320 --> 00:18:21,640 They're going to be talking about basically the the, the the 338 00:18:21,640 --> 00:18:24,480 redivbing of Ukraine after this whole situation. 339 00:18:25,360 --> 00:18:29,000 Wednesday's the big one though. You've got FOMC, you've also got 340 00:18:29,000 --> 00:18:31,440 the Bank of Japan. Japanese rates are are one of 341 00:18:31,440 --> 00:18:33,720 the major worries for macro right now like they keep on 342 00:18:33,720 --> 00:18:36,880 going higher and Japan has a disturbing amount of debt to 343 00:18:36,880 --> 00:18:38,920 GDP. So if that was to really spiral, 344 00:18:38,920 --> 00:18:42,280 it would be a worry for Japan, but who knows Thursday, the Bank 345 00:18:42,280 --> 00:18:44,240 of England, another country which people have been a little 346 00:18:44,240 --> 00:18:46,480 bit worried about from a macro standpoint. 347 00:18:47,560 --> 00:18:50,040 And then you have some you have some jobs data as well in the 348 00:18:50,280 --> 00:18:55,400 US. So 3, three of the four or three 349 00:18:55,400 --> 00:18:58,000 of the five major central banks of the world are making a 350 00:18:58,000 --> 00:19:00,120 decision this week, which will be relatively big. 351 00:19:00,120 --> 00:19:03,760 And then it's, yeah, just U.S. economic data that's going to 352 00:19:03,760 --> 00:19:06,360 come through. So big week for macro. 353 00:19:06,600 --> 00:19:08,720 I would expect some volatility, particularly on Wednesday. 354 00:19:10,520 --> 00:19:12,760 OK, what do you, how do you feel about it all? 355 00:19:13,560 --> 00:19:14,560 Like what? What? 356 00:19:14,560 --> 00:19:16,280 What's? What I just said, I think you 357 00:19:16,280 --> 00:19:19,720 should be buying if we go below 80 K again, I think you should 358 00:19:19,720 --> 00:19:21,480 buy it. That's that's my general view 359 00:19:21,480 --> 00:19:23,360 all. Right, Perfect. 360 00:19:23,560 --> 00:19:26,680 Yeah, I enabled too early this weekend, but it's not too bad. 361 00:19:27,200 --> 00:19:29,520 I thought Solana could bounce, I'm not going to lie, a little 362 00:19:29,520 --> 00:19:31,560 bit more than it did. Went to like what? 363 00:19:31,560 --> 00:19:36,040 What, 35 ish? I didn't have it in it, but it 364 00:19:36,040 --> 00:19:38,000 was holding strong. Like this 127 line. 365 00:19:38,000 --> 00:19:39,120 I mean, that's where it's at right now. 366 00:19:39,160 --> 00:19:42,840 This 127 seems to be defended like crazy on Seoul again and 367 00:19:42,840 --> 00:19:46,080 again. I thought we'd get it and but 368 00:19:46,080 --> 00:19:47,960 no. So we'll see. 369 00:19:47,960 --> 00:19:50,360 A lot of metrics continue to not turn up. 370 00:19:50,600 --> 00:19:54,600 So like the prizes doing OK and holding that level, but it's not 371 00:19:54,600 --> 00:19:58,280 like what's the what is the story for people coming back to 372 00:19:58,280 --> 00:19:59,680 Solana? So you really have to have a 373 00:19:59,680 --> 00:20:02,600 story around. Street events meme. 374 00:20:03,320 --> 00:20:09,120 Yeah, memes, NFTS deep in but. NFTS are not even on soil right 375 00:20:09,120 --> 00:20:10,480 now. It's like all theorem once 376 00:20:10,480 --> 00:20:14,320 again. So NFTS are not winning RW as is 377 00:20:14,360 --> 00:20:19,400 80 or I sorted at 80% eve. So like it's largely avoided 378 00:20:19,480 --> 00:20:22,440 Solana so far. So then you're really buying on 379 00:20:22,440 --> 00:20:29,200 deep in or, or meme coins and meme coins feel mixed. 380 00:20:29,520 --> 00:20:32,840 Let's say there's been some runners, but like B&B, for 381 00:20:32,840 --> 00:20:35,480 example, just flipped. If you go on the Daily Runner 382 00:20:35,480 --> 00:20:37,560 today, they're all on B&B, which is kind of interesting. 383 00:20:38,080 --> 00:20:42,600 And then and and then Deep Deepen's always been very strong 384 00:20:42,600 --> 00:20:44,360 in Solana, but I don't know if it's enough. 385 00:20:44,680 --> 00:20:47,200 Like if you look at mindshare stuff, it's not It's not. 386 00:20:47,200 --> 00:20:49,120 It's not up there. It's not up there, so. 387 00:20:49,520 --> 00:20:52,160 So let's see. I mean, memes are always going 388 00:20:52,160 --> 00:20:53,680 to be mine chair, mine chair mine chair, number one. 389 00:20:53,680 --> 00:20:55,680 That ain't D5, right? So I don't. 390 00:20:56,000 --> 00:20:58,720 AI, it's AI. They're D5 at the moment and. 391 00:20:58,760 --> 00:21:00,240 It's still AI. Look at this. 392 00:21:00,240 --> 00:21:01,440 I actually tweeted this out yesterday. 393 00:21:01,440 --> 00:21:03,080 I was actually surprised. What'd? 394 00:21:03,080 --> 00:21:04,080 You put up. Let's see. 395 00:21:05,440 --> 00:21:10,880 AT AI is still 34%. Wow, I did not know I I 396 00:21:10,880 --> 00:21:12,600 definitely don't feel this on my timeline. 397 00:21:13,680 --> 00:21:16,760 I feel like it's 3.4%. I feel like it's quarter 398 00:21:16,760 --> 00:21:21,720 magnitude lower, but like it, it's tough because like overall 399 00:21:21,840 --> 00:21:26,280 AI is not like over like the broader kinds of AI is still all 400 00:21:26,280 --> 00:21:29,920 over the timeline, right? Crypto AI specifically feels 401 00:21:29,920 --> 00:21:32,120 much lighter. I don't know if all the reply 402 00:21:32,120 --> 00:21:35,560 bots it is. It must be the reply we. 403 00:21:36,240 --> 00:21:39,880 Had the big situation with grok last week and bankrupt like so 404 00:21:39,880 --> 00:21:43,280 maybe that was enough to keep it in play, but would you say? 405 00:21:43,280 --> 00:21:45,320 AI is 2. To 3X. 406 00:21:45,720 --> 00:21:47,680 No, not. In these other sectors like that 407 00:21:47,680 --> 00:21:49,680 doesn't feel. I'm sorry, even though memes are 408 00:21:49,680 --> 00:21:53,960 dead, I'm seeing more memes than AI on my timeline and for. 409 00:21:53,960 --> 00:21:56,520 Me at the moment I think D5 feels the strongest. 410 00:21:56,760 --> 00:21:58,280 I agree with you. What I see? 411 00:21:59,520 --> 00:22:02,360 Getting gamefy. Gamefy. 412 00:22:02,360 --> 00:22:07,800 But I think also you have to understand that this this 413 00:22:07,800 --> 00:22:09,560 doesn't include just like Bitcoin. 414 00:22:10,480 --> 00:22:12,280 I mean. This feels like all of these 415 00:22:12,280 --> 00:22:15,560 have come down like a lot. It's not like, oh, AI's all over 416 00:22:15,560 --> 00:22:17,160 my timeline. It's like all of these are 417 00:22:17,160 --> 00:22:21,600 actually down a lot versus it's they're just jockeying for 418 00:22:21,600 --> 00:22:23,160 position on a relative basis, I think. 419 00:22:23,160 --> 00:22:28,080 There's also not NFTS in here. NFTS have dominated my timeline. 420 00:22:28,360 --> 00:22:31,280 Between Sam and Good Vibes and abstract NFTS and all that 421 00:22:31,280 --> 00:22:34,800 stuff. They actually this weekend NFTS 422 00:22:34,800 --> 00:22:38,320 would say dominated my timeline. The narrative of NFTS 423 00:22:40,520 --> 00:22:42,000 Interesting. I wonder what title bases this 424 00:22:42,000 --> 00:22:45,440 on because I the only I see is the fucking stupid AI is 425 00:22:45,440 --> 00:22:47,600 replying to my thing and ruining my page all day long. 426 00:22:49,080 --> 00:22:50,840 It's starting really pissed me off actually. 427 00:22:50,840 --> 00:22:53,680 It's so bad. It's like just low effort. 428 00:22:53,960 --> 00:22:56,000 There's always one AI that's hating on you and there's always 429 00:22:56,000 --> 00:22:58,760 one AI that's just glazing you a little too much, you know? 430 00:22:59,120 --> 00:23:01,640 Yeah. I'm just I'm mute them all now 431 00:23:02,000 --> 00:23:03,400 and then they eventually go away. 432 00:23:03,760 --> 00:23:06,160 But like the whole dead Internet theory. 433 00:23:06,160 --> 00:23:10,280 Like there's like I have posts where there are 10 replies and 434 00:23:10,280 --> 00:23:13,640 they're all bots. So like it's just literally like 435 00:23:13,680 --> 00:23:18,600 a fake commentary out there. It is it, it paints a darker 436 00:23:18,600 --> 00:23:22,520 future we can talk about maybe in a little bit. 437 00:23:22,520 --> 00:23:24,720 I'm curious, I was looking at the the meme coin market cap 438 00:23:24,720 --> 00:23:26,760 chart and that doesn't look bottomed. 439 00:23:27,840 --> 00:23:29,240 Or do we think it still goes lower? 440 00:23:29,440 --> 00:23:32,400 Which chart? The broader meme coin market 441 00:23:32,400 --> 00:23:34,120 cap. Oh yeah, I don't know. 442 00:23:34,120 --> 00:23:36,960 Where to find those which include sheep and Pepe and 443 00:23:36,960 --> 00:23:43,440 everything, not just Solana. It's now down 8% on the year 444 00:23:45,600 --> 00:23:47,960 2024. This one. 445 00:23:48,200 --> 00:23:51,520 Trump coin before Melania coin before all of that, we had a 446 00:23:51,520 --> 00:23:56,160 higher market cap than we do right now. 8 million tokens have 447 00:23:56,160 --> 00:23:58,440 launched on Pump Fun in the last year. 448 00:23:59,920 --> 00:24:04,680 Well, this is levels than we. Were a year ago. 449 00:24:05,280 --> 00:24:08,600 So, so pump fun is still in the top five revenue by using 450 00:24:08,600 --> 00:24:10,400 protocols. How wild is that? 451 00:24:10,440 --> 00:24:15,400 Like it's still made last week. It's still made how much? 452 00:24:15,400 --> 00:24:17,800 It was a lot last week. I think no, no, no, actually 453 00:24:17,800 --> 00:24:19,920 last week was a bad week because we had a market open for it. 454 00:24:20,240 --> 00:24:22,760 That's sadly we had to cancel this morning on Myriad. 455 00:24:25,200 --> 00:24:27,680 It was actually a bad week, but there was the news about Barry 456 00:24:27,680 --> 00:24:30,960 Train that came up this weekend that may have revived a lot of 457 00:24:30,960 --> 00:24:34,360 that. I just don't, I don't see 458 00:24:34,360 --> 00:24:40,000 people, I I just don't see people buying memes like even 459 00:24:40,000 --> 00:24:41,600 for epic, right. I'm just going to put this as a 460 00:24:41,760 --> 00:24:44,120 like we've had a lot of positive news and I just feel like people 461 00:24:44,120 --> 00:24:49,280 sell like a good piece of news or like people sell pumps at the 462 00:24:49,280 --> 00:24:52,800 moment rather than like buy them. 463 00:24:53,240 --> 00:24:55,720 Feels as over like any sort of pump in any of the any of the 464 00:24:55,720 --> 00:24:58,680 even the legacy memes and that they're much bigger. 465 00:25:00,160 --> 00:25:03,360 Like if Pepe was to jump, which I think is the strongest was to 466 00:25:03,360 --> 00:25:05,240 jump 20%. I do something that's probably 467 00:25:05,240 --> 00:25:08,360 salads with that just because I think people just feel like the 468 00:25:08,360 --> 00:25:10,320 meta needs to a while to like heal. 469 00:25:12,200 --> 00:25:16,720 Whereas if something happened on like AD 5 RWA coin at the 470 00:25:16,720 --> 00:25:19,520 moment, I actually think people might buy that. 471 00:25:19,920 --> 00:25:22,040 Do you know what I mean? Like I feel like the momentum 472 00:25:22,040 --> 00:25:24,000 might be like, oh, actually this might be something that picks up 473 00:25:24,000 --> 00:25:25,440 and like this could be something new. 474 00:25:25,440 --> 00:25:29,840 I just feel as just the way that that's completely anecdotal, but 475 00:25:29,840 --> 00:25:31,480 but I just feel like that's what I see. 476 00:25:32,960 --> 00:25:36,760 Yeah, isn't that where I'm going to see like AV shaped recovery 477 00:25:36,760 --> 00:25:39,760 by any means? I'm just trying to work Like, 478 00:25:41,040 --> 00:25:44,800 are even memes oversold here? And like, are we going to see 479 00:25:44,800 --> 00:25:46,480 like a bit of relief? Right. 480 00:25:46,480 --> 00:25:49,680 So I mean, Pepe's up 14% this week. 481 00:25:51,320 --> 00:25:56,440 Most of the leaders are green on the seven day look. 482 00:25:57,520 --> 00:25:58,920 At the bleeding man. Damn. 483 00:26:00,400 --> 00:26:03,160 Is it just a maybe just a weak relief bounce? 484 00:26:03,320 --> 00:26:06,880 But I don't know. At some point they probably do 485 00:26:06,880 --> 00:26:08,520 bottomless. You really think all of the 486 00:26:08,520 --> 00:26:12,160 memes are going to 0? Which I I don't really think. 487 00:26:13,960 --> 00:26:17,000 Yeah. I just they're probably in terms 488 00:26:17,000 --> 00:26:20,080 of like, are they going another 50% lower these top memes? 489 00:26:20,080 --> 00:26:23,600 No, I don't think they are. I don't it's but I don't think 490 00:26:23,600 --> 00:26:27,200 people buy things because they they don't think they can go 491 00:26:27,200 --> 00:26:28,880 that much lower. They hope that they can go a lot 492 00:26:28,880 --> 00:26:30,120 higher and I. Feel, yeah. 493 00:26:30,920 --> 00:26:34,840 That's the maybe the issue. When the round tripping I'm 494 00:26:34,840 --> 00:26:37,600 hearing on some of those memes is insane. 495 00:26:38,280 --> 00:26:40,640 Like the stories I've been hearing? 496 00:26:42,120 --> 00:26:44,920 Farquine actually weirdly feels like one of the ones that like 497 00:26:45,200 --> 00:26:48,880 Farquine feels a little bit Pepe like to me. 498 00:26:49,000 --> 00:26:53,120 You could train it, but we talk. About it like next next run for 499 00:26:53,120 --> 00:26:53,800 memes. Yeah. 500 00:26:54,480 --> 00:26:56,560 That looks like the Pepe chart. I know. 501 00:26:56,560 --> 00:26:58,200 Obviously it's. No, we talked about this. 502 00:26:58,200 --> 00:27:00,560 I don't know if it was last week when you weren't there or was 503 00:27:00,560 --> 00:27:04,360 the week before, but we 100% said it just needs more chop 504 00:27:04,360 --> 00:27:07,120 here before another run because that's exactly what Pepe did at 505 00:27:07,120 --> 00:27:11,760 the $600 million range. It was like months and months 506 00:27:11,760 --> 00:27:12,640 like a. Year. 507 00:27:13,000 --> 00:27:13,640 You know what I mean? You. 508 00:27:14,040 --> 00:27:16,800 Know six months yeah, yeah. And then and then it will just 509 00:27:16,800 --> 00:27:20,400 go one day and it will just be like an X and you'll be like, oh 510 00:27:20,520 --> 00:27:23,400 fuck. Yeah, that's that's exactly it. 511 00:27:23,400 --> 00:27:26,320 And you're like, fuck, should I wanna coulda you know, And then 512 00:27:26,320 --> 00:27:28,640 you going to sell this screen shot stuff like I sold my fart 513 00:27:28,640 --> 00:27:29,840 coin. It would have been worth like 514 00:27:29,840 --> 00:27:33,000 $5,000,000 like going to sell this post Classic. 515 00:27:33,280 --> 00:27:36,160 But yeah, the the round trip stories I've heard lately from 516 00:27:36,160 --> 00:27:40,200 people on like whiff and and pop cat is like we're talking 10s of 517 00:27:40,200 --> 00:27:43,400 millions of dollars. Like it's so crazy. 518 00:27:43,800 --> 00:27:45,560 And of course, 18. Million. 519 00:27:45,560 --> 00:27:48,680 Dollars, dude, $18 billion was. Lost. 520 00:27:48,680 --> 00:27:52,120 Oh yeah, yeah, it's true of of round of of valid perceived 521 00:27:52,120 --> 00:27:54,360 values. People have lost 8-9 figures, 522 00:27:54,360 --> 00:27:57,080 yeah. Yeah, yeah, yeah. 523 00:27:57,080 --> 00:28:00,640 A lot of people busted up anyways, thankfully we're good. 524 00:28:00,760 --> 00:28:04,040 One thing we're good at, at least us and our friends groups, 525 00:28:04,400 --> 00:28:08,800 is we don't we don't blow up. Knock on wood, Shala, please. 526 00:28:10,960 --> 00:28:14,720 You know, and we we stay somewhat in the in the greens. 527 00:28:14,840 --> 00:28:18,040 You love to see that. Anyways, with that being said, 528 00:28:18,080 --> 00:28:28,680 Tyler, let's see what you got for us today. 529 00:28:32,360 --> 00:28:34,640 Yeah, it looks like crypto major's slightly green here 530 00:28:34,640 --> 00:28:38,480 after what was an uneventful weekend Bitcoin holding it at 83 531 00:28:38,480 --> 00:28:43,720 K Cake and BNX over on Binance up 40% leading also. 532 00:28:43,720 --> 00:28:47,280 So as Mando mentioned, Binance clearly leading the way this 533 00:28:47,280 --> 00:28:52,800 weekend ton the Telegram coin jumped 20% on news that CEO 534 00:28:52,800 --> 00:28:55,440 Pavel Deroff will be allowed to travel outside of France. 535 00:28:55,640 --> 00:28:59,240 We saw sailor strategy. They bought only 130 Bitcoin 536 00:28:59,640 --> 00:29:03,160 last week, right around 82 K average. 537 00:29:03,160 --> 00:29:07,840 So one of his more cheaper buys here the last few months. 538 00:29:07,920 --> 00:29:10,560 Now there's two competing bills in U.S. 539 00:29:10,560 --> 00:29:13,160 Congress aiming to codify Trump's strategic Bitcoin 540 00:29:13,160 --> 00:29:16,400 reserve into law. So those will be interesting to 541 00:29:16,400 --> 00:29:18,760 track. We had Goldman Sachs acknowledge 542 00:29:18,760 --> 00:29:22,520 crypto in its annual shareholder letter for the first time ever 543 00:29:22,560 --> 00:29:24,920 in that 2024 letter that went out last week. 544 00:29:25,320 --> 00:29:28,160 OK X pauses specs aggregator while it rolls out new security 545 00:29:28,160 --> 00:29:30,880 features coming out of this Lazarus hack and then Vanek 546 00:29:30,880 --> 00:29:35,280 filed for an AVAX ETF right ahead of the weekend In memes we 547 00:29:35,280 --> 00:29:37,000 just talked about leaders were green. 548 00:29:37,000 --> 00:29:39,440 I think the most interesting story in memes was Venmo. 549 00:29:39,520 --> 00:29:42,960 A Co founder says the Jelly Jelly token was a net positive. 550 00:29:42,960 --> 00:29:44,400 What? A fucking desert. 551 00:29:44,480 --> 00:29:48,400 Map sign ups and community formation so maybe Internet or 552 00:29:48,480 --> 00:29:51,640 markets were not a a total disaster after all we may have 553 00:29:51,640 --> 00:29:55,040 to get into that in a minute and token AirDrop and protocol news 554 00:29:55,040 --> 00:29:57,360 pump fun tease the new launch on Vera chain. 555 00:29:57,560 --> 00:30:00,720 We don't know a whole lot else about that Swee is going to be 556 00:30:00,720 --> 00:30:03,760 the home of this code of joker games the digital trading card 557 00:30:03,760 --> 00:30:07,040 game based on Sega IP that's set to launch this summer. 558 00:30:07,040 --> 00:30:09,640 Kaido had their Twitter hack. This seems to be like the new 559 00:30:09,640 --> 00:30:15,560 trend is these hackers are tweeting out more reasonable 560 00:30:15,880 --> 00:30:19,360 tweets and then shorting. We saw that that their token 561 00:30:19,360 --> 00:30:21,880 briefly drop and then rebound and then tempered. 562 00:30:21,880 --> 00:30:25,040 Wizards LED a strategic investment in Odin dot font. 563 00:30:25,960 --> 00:30:29,840 As action heats up over on Bitcoin, let's see NF TS big 564 00:30:29,840 --> 00:30:34,240 weekend for NF TS Sam Spratt's Mask of Lucy saw some pretty 565 00:30:34,240 --> 00:30:36,240 major success reaching an 8.5 E 4. 566 00:30:36,240 --> 00:30:39,280 I saw it $17,000 here this morning. 567 00:30:39,280 --> 00:30:42,760 Sales as high is around 9.6. There was also an 88.8 ETH Skull 568 00:30:42,760 --> 00:30:45,840 of Lucy's sale. Are we going to talk about it? 569 00:30:46,240 --> 00:30:49,080 Huge winner of the weekend floor. 570 00:30:49,200 --> 00:30:51,280 It was a point O69 ETH mint I believe. 571 00:30:51,280 --> 00:30:58,240 Floors at .5. $1000 floor. Sales as high as 9.9 on A on a 572 00:30:58,240 --> 00:31:00,680 one O 1 so some big snails over there. 573 00:31:01,760 --> 00:31:04,880 So good vibes. The vibes are good. 574 00:31:04,880 --> 00:31:07,360 Well, there's a $2000 bid on my honorary. 575 00:31:08,120 --> 00:31:09,560 That's crazy. I just saw that. 576 00:31:09,560 --> 00:31:11,320 I'm not opening it, not getting it, but. 577 00:31:11,320 --> 00:31:13,800 I don't mind if you sell man, but but some of the. 578 00:31:16,040 --> 00:31:17,720 That was so funny you reply to me. 579 00:31:17,800 --> 00:31:22,160 That was dire. Long term over short term it's. 580 00:31:23,360 --> 00:31:24,680 Cool. You know, if you want to sell, 581 00:31:24,680 --> 00:31:25,080 you can. Sure. 582 00:31:26,440 --> 00:31:28,720 I'm just, you know, I'm just not here for it. 583 00:31:28,720 --> 00:31:30,440 I'm here for a long time. Just waiting for someone to sell 584 00:31:30,440 --> 00:31:33,160 the Good Vibes Club honoree like they did in that camigos and 585 00:31:33,160 --> 00:31:35,360 everybody shames them. Remember when that amigos on 586 00:31:35,360 --> 00:31:37,240 raised one for like 10 eighth and if it was like attacking 587 00:31:37,240 --> 00:31:41,560 him? I really even need someone to 588 00:31:41,560 --> 00:31:43,360 sell one just so I can laugh on the timeline. 589 00:31:43,600 --> 00:31:45,640 It's not going to be me. Oh my God. 590 00:31:45,640 --> 00:31:47,920 All right, Tyler, let's deal with NFTS, bro. 591 00:31:48,680 --> 00:31:50,240 I'm so happy NFTS are doing good. 592 00:31:50,240 --> 00:31:51,400 I want to talk about NFTS they make. 593 00:31:52,160 --> 00:31:54,640 There's isn't it so nice when NFTS run? 594 00:31:54,760 --> 00:31:58,200 I mean, Tyler, I should have, you know, mind though, Friday 595 00:31:58,200 --> 00:32:02,800 morning Tyler was pressuring me in public on the on the timeline 596 00:32:03,000 --> 00:32:07,120 saying you on the on the show saying buy a skull, buy a skull, 597 00:32:07,440 --> 00:32:09,400 buy a skull. Here's what I did and somebody 598 00:32:09,400 --> 00:32:11,720 has skull. But please, I'm down 50% on 599 00:32:11,720 --> 00:32:14,440 that. No, we're like 30%, but the 600 00:32:14,440 --> 00:32:17,040 skull is up 3X. So I should have listened to 601 00:32:17,040 --> 00:32:19,400 Tyler. Tyler, take us through this 602 00:32:19,400 --> 00:32:21,120 weekend in NFTS because it's been pretty good. 603 00:32:22,000 --> 00:32:25,120 Yeah, the mass of Lucy, I had a gut feeling that these would 604 00:32:25,120 --> 00:32:29,120 perform well on secondary. I wasn't sure how how quickly 605 00:32:30,120 --> 00:32:32,080 that that run. What was big run? 606 00:32:33,280 --> 00:32:35,400 So the the mint price was 2.5 ETH. 607 00:32:35,400 --> 00:32:38,440 Granted ETH was a bit higher when I think these were closer 608 00:32:38,440 --> 00:32:44,080 to like a $7500 mint. They revealed on Thursday the 609 00:32:44,080 --> 00:32:47,480 floor kind of opened right around 7 to $8000 and then 610 00:32:47,480 --> 00:32:49,840 Friday is when things really went nuts. 611 00:32:50,240 --> 00:32:54,600 Woke up Saturday morning to an $18,000 floor. 612 00:32:54,800 --> 00:33:00,720 So a quick 1 1/2 X for basically anyone who bought the floor in 613 00:33:00,720 --> 00:33:04,440 that first day. Day and a half of trading cooled 614 00:33:04,440 --> 00:33:07,480 off a little bit on Sunday. I'm looking at now it looks like 615 00:33:07,480 --> 00:33:10,560 there's one on Nifty listed at 17. 616 00:33:10,560 --> 00:33:14,640 The next one's up closer to 19. But they also took over the 617 00:33:14,640 --> 00:33:17,320 timeline with like Sam was tweeting out masks. 618 00:33:18,320 --> 00:33:24,120 I think a lot of collectors were tweeting out there's as well and 619 00:33:25,120 --> 00:33:28,120 this seems like like a a win for for everyone. 620 00:33:28,120 --> 00:33:30,720 Like it's just positive vibes. It's it's good art. 621 00:33:30,720 --> 00:33:33,080 I think people, even if they aren't in the collection, are 622 00:33:33,080 --> 00:33:36,640 generally happy to see this. Yeah, of course. 623 00:33:37,840 --> 00:33:42,000 It's just showing the NFTS can have some some real success. 624 00:33:42,120 --> 00:33:44,640 Again, it's been a while since we've seen one really run to. 625 00:33:45,360 --> 00:33:49,080 So that's an 88 and a half feet floor roughly, just assuming 626 00:33:49,080 --> 00:33:53,160 he's at 2K. 13.9 K No, it's 13 eighth. 627 00:33:57,640 --> 00:34:03,360 I had you there for a second. Just like your face, you're like 628 00:34:03,360 --> 00:34:09,199 second day. I know I that's that's. 629 00:34:10,960 --> 00:34:14,199 How they are awesome. I made a post this weekend 630 00:34:14,199 --> 00:34:18,159 saying I wasn't preparing the art. 631 00:34:18,159 --> 00:34:20,400 Obviously I'm not going to compare the hash mask to Sam's 632 00:34:20,400 --> 00:34:22,520 pass art. It's incomparable. 633 00:34:22,560 --> 00:34:26,480 But what I was saying is last cycle we saw a mask themed NFT 634 00:34:26,920 --> 00:34:28,880 kind of like kind of tweeted too much. 635 00:34:28,880 --> 00:34:35,920 This weekend I saw that we saw like a mask team themed NFT run, 636 00:34:36,120 --> 00:34:40,080 which then led to like a giga run, right NFT. 637 00:34:40,080 --> 00:34:42,080 It was like before the crypto punk run. 638 00:34:42,719 --> 00:34:49,000 And then this year, this cycle, you have another mask themed 639 00:34:49,040 --> 00:34:54,480 NFT. I'm just saying history does 640 00:34:55,159 --> 00:34:57,040 What is it? History doesn't repeat it. 641 00:34:58,000 --> 00:34:59,640 Is it rhyming? I don't know. 642 00:34:59,680 --> 00:35:01,720 You can't compare. You cannot compare Sam's Pratt 643 00:35:01,720 --> 00:35:03,080 to Hashback. This is uncomparable. 644 00:35:03,600 --> 00:35:06,360 It's also big, but I just just found the narrative funny, 645 00:35:06,560 --> 00:35:08,480 right? It's like masks, you know, mask 646 00:35:08,480 --> 00:35:12,600 NFTS, so. I do think these are going to 647 00:35:12,600 --> 00:35:14,200 slow down a little bit, right? I think like there was 648 00:35:14,200 --> 00:35:16,920 definitely some FOMO playing out and like that's kind of a little 649 00:35:16,920 --> 00:35:18,600 bit normal first few days of trading. 650 00:35:19,120 --> 00:35:22,200 I think, you know, I think a lot of folks who wanted a mask 651 00:35:22,200 --> 00:35:24,960 probably have a mask now. So I think the pace of sales is 652 00:35:24,960 --> 00:35:27,320 going to slow down. I mean, 28 minutes ago it was 653 00:35:27,320 --> 00:35:30,040 14.7 K sale. That's a listing. 654 00:35:30,040 --> 00:35:33,080 I'm sorry, I'm sorry. Let's see sale here. 655 00:35:33,080 --> 00:35:37,520 Let's move Listing 13 hours ago. Last sale $13,000. 656 00:35:37,520 --> 00:35:40,040 Three in the last day roughly. So they they've certainly slowed 657 00:35:40,040 --> 00:35:41,720 down a lot. This is on Open CI, don't know 658 00:35:41,720 --> 00:35:43,480 if they they tracked the Nifty gateway sales. 659 00:35:43,680 --> 00:35:46,680 And I'm pretty sure Open C tracks everything like it's 660 00:35:46,680 --> 00:35:50,080 usually the yeah, I mean, here, let's, let's just see the real 661 00:35:50,080 --> 00:35:52,000 floor then. I think to trade you're. 662 00:35:52,120 --> 00:35:54,040 It's way more expensive on Nifty. 663 00:35:54,800 --> 00:35:58,920 To trade on open C you have to like export your NFT out of 664 00:35:59,400 --> 00:36:01,840 yeah. So it it might be different. 665 00:36:01,840 --> 00:36:02,920 I don't I don't know the details but. 666 00:36:02,920 --> 00:36:06,240 It's a big difference. It's so it's the $4000 floor 667 00:36:06,240 --> 00:36:09,520 price difference almost. So if you're buying, probably 668 00:36:09,520 --> 00:36:12,360 buy an open seat. If you're huddling, you want to 669 00:36:12,360 --> 00:36:16,200 keep it on Nifty apparently, because Sam was like, you know, 670 00:36:16,240 --> 00:36:19,280 keep it on there if you want to, you know, stuff like that. 671 00:36:19,400 --> 00:36:20,840 So. Yeah, we don't know the 672 00:36:20,840 --> 00:36:23,400 speculation. So the the way Sam has done this 673 00:36:23,960 --> 00:36:28,000 previously is the skulls provided access to the player 674 00:36:28,000 --> 00:36:33,240 cards, player cards provided access to the masks. 675 00:36:33,960 --> 00:36:36,840 So it's not a huge stretch to think, you know, perhaps the 676 00:36:36,840 --> 00:36:39,960 mask will will lead be an entry for whatever the next product 677 00:36:39,960 --> 00:36:41,960 is. With that said, the next product 678 00:36:41,960 --> 00:36:44,280 might be two years away. So like, right, right, Buy a 679 00:36:44,280 --> 00:36:45,880 mask. Because we we know Sam takes his 680 00:36:45,880 --> 00:36:49,880 time to do things mindfully in the right way, you know, and 681 00:36:49,880 --> 00:36:52,160 then there's the whole question of self custody versus, you 682 00:36:52,160 --> 00:36:53,840 know, Nifty's and exchange. It's up to you. 683 00:36:54,080 --> 00:36:56,280 I trust them. I'm just saying like, you know, 684 00:36:56,280 --> 00:36:59,480 it's up to you also, whether you want or not to have somebody 685 00:36:59,480 --> 00:37:01,240 else hold your keys, right? That's all it is. 686 00:37:02,320 --> 00:37:04,160 So not your keys, but you get what I mean. 687 00:37:04,880 --> 00:37:08,880 So anyways, on that note, NFTS, NFTS, I mean gotta talk about 688 00:37:08,880 --> 00:37:10,560 good vibes club. I mean, I opened my timelines. 689 00:37:10,560 --> 00:37:12,960 Everybody's sweeping that shit. So it's like may as well talk 690 00:37:12,960 --> 00:37:13,680 about it. We talked about. 691 00:37:14,040 --> 00:37:16,320 Two NFTS on a Friday. We talked about masks and good 692 00:37:16,320 --> 00:37:17,840 vibes. And where are they? 693 00:37:17,840 --> 00:37:20,240 See, look at this like it's pretty wild, $2000 offer on the 694 00:37:20,240 --> 00:37:23,000 honorary collection. That's not that's, that's small 695 00:37:23,160 --> 00:37:25,520 feat. That's not a small deal. 696 00:37:26,480 --> 00:37:27,520 You know, there's a bunch of them. 697 00:37:27,520 --> 00:37:31,240 They're nice, but let's go to the actual collection itself. 698 00:37:31,240 --> 00:37:33,520 So this is the one I have here. There you go. 699 00:37:33,520 --> 00:37:35,560 That's where they're. At here floor. 700 00:37:35,560 --> 00:37:38,160 Price 1000 flat. OK. 701 00:37:38,160 --> 00:37:39,760 So that's a little over half an Ethan. 702 00:37:40,200 --> 00:37:43,040 I I'm I'm so not used to doing this in USD terms. 703 00:37:43,040 --> 00:37:46,240 I know, I really don't like it. Let's just go to blur. 704 00:37:46,400 --> 00:37:47,800 You know Openc, if you hear this. 705 00:37:48,160 --> 00:37:51,440 They're not Openc. If Openc hears this just it's 706 00:37:51,440 --> 00:37:54,960 fine to have in dollars for the normie appeal, but either put 707 00:37:54,960 --> 00:37:58,160 the Ethereum in parenthesis next to it or the other way around, 708 00:37:59,040 --> 00:38:01,160 or let me change the denomination. 709 00:38:01,360 --> 00:38:04,520 You know what I mean? That would be nice. 710 00:38:04,880 --> 00:38:10,240 I'm going to tell up and see after this, but let's go because 711 00:38:10,240 --> 00:38:13,320 my brain is still like conditioned OK here. 712 00:38:13,520 --> 00:38:14,680 Oh, it's on Blur? Interesting. 713 00:38:15,160 --> 00:38:20,040 I think 40. 50 only 1% point 4-5, so it's .5. 714 00:38:20,800 --> 00:38:22,720 Yeah, I've seen them .53 on Magic Eden. 715 00:38:22,720 --> 00:38:23,480 Right now. No, you're right. 716 00:38:23,480 --> 00:38:24,960 There's one here. I doubt you can buy it. 717 00:38:25,400 --> 00:38:26,480 OK, OK. Wow. 718 00:38:26,480 --> 00:38:28,560 I. Missed a huge run right? 719 00:38:28,560 --> 00:38:32,480 I think they were like .15 on. Friday, yeah, on the show Friday 720 00:38:32,480 --> 00:38:38,760 I'm pretty sure it was like .2. So they're up a clean 150%. 721 00:38:38,960 --> 00:38:42,600 Oh, I'm sorry oh it's here, I'm sorry here you can change the 722 00:38:42,600 --> 00:38:46,960 the nomination Thank you to sneakerdad here you go .5 two 723 00:38:46,960 --> 00:38:50,360 wow so. So anyone who's bought these is 724 00:38:50,360 --> 00:38:53,040 up. So you've got that sentiment. 725 00:38:53,640 --> 00:38:56,640 We're seeing people say that they like the art on these as 726 00:38:56,640 --> 00:39:00,120 well. I mean A7X for a minute. 727 00:39:00,120 --> 00:39:02,120 We haven't I mean, we're starting to I guess I was going 728 00:39:02,120 --> 00:39:04,200 to say we haven't seen this in a while, but we kind of have. 729 00:39:04,200 --> 00:39:08,160 So like OCH heroes this a couple weeks ago. 730 00:39:08,800 --> 00:39:12,080 So like the like the NFT market is not dead by by any means, 731 00:39:12,120 --> 00:39:13,720 right? Like this this month. 732 00:39:13,720 --> 00:39:16,440 We've had a handful of products where you could have minted got 733 00:39:16,440 --> 00:39:20,120 in Wow. .17 needs the bearish NFTS on abstract. 734 00:39:20,840 --> 00:39:24,520 Those are up nicely, even though like to see the first season's 735 00:39:24,520 --> 00:39:26,640 over. They're hanging out at .38. 736 00:39:27,640 --> 00:39:29,480 Very few people are down on those really. 737 00:39:29,480 --> 00:39:31,600 Unless you just bought that. I've only seen positive 738 00:39:31,600 --> 00:39:33,000 sentiment around them on my timeline. 739 00:39:33,120 --> 00:39:35,920 I don't have any, but I've only seen positive sentiment. 740 00:39:38,080 --> 00:39:41,120 Abstracts doing well, we've got good vibes doing well. 741 00:39:42,200 --> 00:39:45,400 A lot of art this weekend. So a skull sold for 88.8? 742 00:39:45,400 --> 00:39:48,160 That was Bob Lucas. That's a weird skull. 743 00:39:48,160 --> 00:39:50,360 It was. It was stolen and all that 744 00:39:50,360 --> 00:39:52,320 stuff. Yeah, you hate to see it, but 745 00:39:52,320 --> 00:39:53,560 you love to see it at the same time. 746 00:39:53,560 --> 00:39:54,120 You know what I mean? I. 747 00:39:54,680 --> 00:39:57,000 Think we saw an Autoglyph sell for 99? 748 00:39:57,720 --> 00:39:59,480 Three hoodie punks move this weekend. 749 00:40:01,800 --> 00:40:03,760 Yeah, there's one guy. Art of Conviction bought 2. 750 00:40:04,880 --> 00:40:06,480 They were, I mean, they were surprisingly cheap. 751 00:40:06,480 --> 00:40:11,040 So one was 134, which is only, which is 250 K, which of course 752 00:40:12,000 --> 00:40:14,040 in the grand scheme of things is a ton of money for a digital. 753 00:40:14,040 --> 00:40:16,560 I know, but in the collector I know what you mean. 754 00:40:16,720 --> 00:40:20,280 That was the floor. Like at one point in time the 755 00:40:20,280 --> 00:40:22,560 floor was much higher than that. And then like this other hoodie 756 00:40:22,560 --> 00:40:24,880 was from 1:28. I mean, if you're rich as fuck 757 00:40:24,880 --> 00:40:27,280 and you're holding these for 10 years, you've made your money. 758 00:40:27,680 --> 00:40:34,800 In USD, see in USD terms I I like whoa shit, it's a nice one. 759 00:40:35,280 --> 00:40:40,240 That just sold for 68. Wow, that is fire. 760 00:40:40,320 --> 00:40:41,800 I'm a big wild, hairy guy myself. 761 00:40:43,520 --> 00:40:44,200 Yeah, it's big. You want to. 762 00:40:44,200 --> 00:40:46,400 PS My pulse. Oh, wild blondes. 763 00:40:46,400 --> 00:40:49,600 Those wild blondes are great. I love the blondes. 764 00:40:51,800 --> 00:40:54,240 My only issue with some punks is some punks remind me too much of 765 00:40:54,240 --> 00:40:57,240 some people so I don't like the trades by default. 766 00:41:02,920 --> 00:41:04,160 Sure. I still ask you right here. 767 00:41:04,160 --> 00:41:08,120 Look at that cowboy Punk sold the these sold. 768 00:41:08,240 --> 00:41:10,280 This in East does feel low by the way. 769 00:41:10,840 --> 00:41:13,600 Yeah, definitely feels low in 8 terms. 770 00:41:13,640 --> 00:41:16,400 It's crazy that the guy did you see one of the guys he made 771 00:41:16,400 --> 00:41:18,760 money on East but he lost like 200 grand in dollars. 772 00:41:19,160 --> 00:41:21,000 Saw that as well. This was one of the hoodie punk 773 00:41:21,000 --> 00:41:26,560 sales Crazy. I was holding well Tyler. 774 00:41:26,880 --> 00:41:31,320 Yeah, the the 472 K so Bitcoin still outperforming it here If 775 00:41:31,320 --> 00:41:34,480 the the punk Bitcoin spread that I love to come back too. 776 00:41:34,560 --> 00:41:38,720 Yeah, you love that spread. 15% down, but we're going to, you 777 00:41:38,720 --> 00:41:39,760 know, we know the day's going to come. 778 00:41:39,800 --> 00:41:41,480 We're going to see 20 punk sales. 779 00:41:41,520 --> 00:41:44,120 The ETH floor is holding extremely well if anything 780 00:41:44,120 --> 00:41:47,640 hasn't moved since. When like your your your buy is 781 00:41:47,640 --> 00:41:50,640 down in dollars. But in ETH you're even right. 782 00:41:51,240 --> 00:41:53,640 Yeah, I'd say I'm even and I haven't. 783 00:41:53,840 --> 00:41:57,160 Another good indicator is I haven't seen a punk that I like 784 00:41:57,160 --> 00:42:00,200 more than the one I bought. I bought it like 41 or 42. 785 00:42:00,240 --> 00:42:02,280 Love your punk. Yeah, you got lucky. 786 00:42:02,280 --> 00:42:05,040 One come up cheaper than that so like I feel good. 787 00:42:05,320 --> 00:42:07,760 At 41, yeah. There's nothing under 41 that's 788 00:42:07,760 --> 00:42:10,400 nicer than yours at all. At all. 789 00:42:10,400 --> 00:42:16,280 You'd have to look. I love her, so I'd say 43 here. 790 00:42:16,560 --> 00:42:18,160 Love her. I just don't like that the 791 00:42:18,160 --> 00:42:20,840 shades on the femme punks are one pixel too high in my 792 00:42:20,840 --> 00:42:23,080 opinion. Yeah, I I didn't notice that 793 00:42:23,080 --> 00:42:25,160 until you said it. Yeah, see here the male. 794 00:42:25,160 --> 00:42:25,920 See. It Yeah. 795 00:42:26,400 --> 00:42:31,200 It's on the ear and on the femme it's weirdly high, so that's one 796 00:42:31,200 --> 00:42:34,200 thing that really pisses me off. I don't know why. 797 00:42:34,200 --> 00:42:37,720 See here how nice they fall. This one's sick. 798 00:42:37,720 --> 00:42:42,000 I know it's the cringy hair, stringy hair and mole is not the 799 00:42:42,000 --> 00:42:43,920 most appealing, but it's a nice punk. 800 00:42:45,720 --> 00:42:48,000 I love punk's Tyler. God, they're. 801 00:42:48,800 --> 00:42:50,760 Fun to shop. For him, I've always wanted 802 00:42:50,760 --> 00:42:52,280 pigtail punk. It's my dream. 803 00:42:52,760 --> 00:42:56,520 They're so cute, you know? I actually feel like so punks 804 00:42:56,520 --> 00:42:58,320 are fun to shop for and like I know I'm a little biased that I 805 00:42:58,320 --> 00:43:01,240 bought 2 masks now but like masks are also fun to shop for 806 00:43:01,520 --> 00:43:06,240 like they they actually are. You know, Tyler, last cycle art 807 00:43:06,240 --> 00:43:09,600 started this entire run. It was all started with art, not 808 00:43:09,600 --> 00:43:11,240 PFPS. It was art. 809 00:43:11,520 --> 00:43:13,040 And there's a reason why you're going back to art. 810 00:43:13,800 --> 00:43:16,880 It's it's all art. It was the art run. 811 00:43:16,880 --> 00:43:19,640 I got into the 5th through art. Not like it was the nifty 812 00:43:19,640 --> 00:43:21,600 gateway run, right? It was the all the artists like 813 00:43:21,600 --> 00:43:23,240 the thank you acts of this world, etcetera, etcetera, 814 00:43:23,240 --> 00:43:26,400 etcetera, Art LED then board apes happened. 815 00:43:27,360 --> 00:43:30,160 The game changed forever and ever after and I think for the 816 00:43:30,160 --> 00:43:32,240 better actually it was a positive right, because also art 817 00:43:32,240 --> 00:43:34,440 ran with it. Speaking of art, it's happened 818 00:43:34,440 --> 00:43:37,000 again X copy. You may have not seen that, but 819 00:43:39,120 --> 00:43:42,360 I mean you and I both, but there was just a raffle and the raffle 820 00:43:42,360 --> 00:43:44,280 tickets or something already selling for 80th. 821 00:43:44,680 --> 00:43:47,040 So these just posted about that. So I'm sure you'll cover it 822 00:43:47,040 --> 00:43:50,480 tomorrow. But Speaking of NFTS, you know, 823 00:43:50,480 --> 00:43:52,440 here you go last. Last copy raffle gave winners a 824 00:43:52,440 --> 00:43:54,800 chance to mint for two ETH edition of 42. 825 00:43:54,800 --> 00:43:58,680 Highest offer is 8.5 ETH. What's the name of this 826 00:43:58,680 --> 00:44:02,600 collection? I don't know because I just 827 00:44:02,600 --> 00:44:04,600 found Empire things. Empire things. 828 00:44:04,840 --> 00:44:08,240 This is a nice one I have to say one of the saddest things I had 829 00:44:08,240 --> 00:44:12,720 to do this not had to and have to but I sold in my edition. 830 00:44:12,720 --> 00:44:14,080 I wonder how much they go for now. 831 00:44:14,560 --> 00:44:18,640 Remember I sold my. 42 Supply. The doomed? 832 00:44:18,760 --> 00:44:21,000 I wonder how much the doomed is going for now. 833 00:44:21,160 --> 00:44:23,560 X copy? That's not the right one. 834 00:44:24,600 --> 00:44:27,360 I wish searchability like was better. 835 00:44:29,200 --> 00:44:32,320 I would buy it back right now if it was like not too expensive. 836 00:44:33,200 --> 00:44:35,520 How do you find the X copies on? There are known origins. 837 00:44:35,520 --> 00:44:38,400 It's hard to find these things. The thing is, because they 838 00:44:38,400 --> 00:44:40,840 weren't on on top of this, Tyler, the platform shut down. 839 00:44:41,560 --> 00:44:45,800 It was known Origin. So it's like how do you find I'm 840 00:44:45,800 --> 00:44:47,960 curious sneaker dad's in there probably listening still you 841 00:44:47,960 --> 00:44:50,960 would know. How do you find see items known 842 00:44:50,960 --> 00:44:54,800 origin. OK, so then you go see how tough 843 00:44:54,800 --> 00:44:59,400 it is still Tyler, you have to go X copy known origin. 844 00:44:59,400 --> 00:45:03,240 There you go. And then you go low to high. 845 00:45:03,320 --> 00:45:06,560 There it is. So there's one for sale 39 E. 846 00:45:07,160 --> 00:45:10,720 What's 39 E now I want it in dollars. 847 00:45:10,720 --> 00:45:18,480 That's so funny. The irony in dollars is 74. 848 00:45:18,480 --> 00:45:19,560 See, I sold it for way less than that. 849 00:45:19,560 --> 00:45:24,000 Sold it for like 40 something. Yeah, that's my favorite next 850 00:45:24,000 --> 00:45:26,800 copy ever made, so. It's a good one. 851 00:45:27,120 --> 00:45:32,120 This Empire things is a nice addition and I will say I got my 852 00:45:32,600 --> 00:45:36,320 gripe maybe complaint I didn't love like the X copy editions 853 00:45:36,320 --> 00:45:39,840 from 2024 like remnants like they all felt very very similar 854 00:45:39,840 --> 00:45:42,040 and maybe just not my aesthetic. No, I feel that. 855 00:45:42,080 --> 00:45:44,920 This one's cool, dude. Do you want to like, I like 856 00:45:44,920 --> 00:45:46,080 when? And I'm going to sound super 857 00:45:46,080 --> 00:45:48,120 like whatever. I like when an X copy looks hand 858 00:45:48,120 --> 00:45:49,880 in his copy, you know what I mean? 859 00:45:49,880 --> 00:45:53,000 Like even Sam, he's got a style. I want a Sam sprat. 860 00:45:53,000 --> 00:45:54,440 I want a Sam sprat. You know what I mean? 861 00:45:56,280 --> 00:45:57,800 So it's just the way I see things. 862 00:45:58,600 --> 00:46:00,800 But yeah, this one's really cool piece, dude. 863 00:46:02,040 --> 00:46:03,400 I like that a lot. Who gets this one? 864 00:46:03,400 --> 00:46:07,160 I think this will age well. Yeah, I love that Mando has too 865 00:46:07,160 --> 00:46:10,600 crazy one of ones. Yes, I think I was totally 866 00:46:10,600 --> 00:46:12,880 surprised, like one day, like he was just kind of pulled up like 867 00:46:12,880 --> 00:46:16,080 the Canary collection. Like shit, these guys got into 868 00:46:16,080 --> 00:46:18,520 the R2. These guys had a ridiculous R 869 00:46:18,520 --> 00:46:20,640 collection at some point. They probably still have it, but 870 00:46:21,040 --> 00:46:23,840 it's nuts anyway. So aside from NFTS, I mean, you 871 00:46:23,840 --> 00:46:26,760 touched on a few things, Tyler, but we went around the one 872 00:46:26,760 --> 00:46:28,520 pretty well. There was some things. 873 00:46:29,640 --> 00:46:31,480 I think the Jelly Jelly story was interesting. 874 00:46:31,480 --> 00:46:33,240 Yeah. Fuck. 875 00:46:33,240 --> 00:46:34,760 You don't want to talk about it. We don't have to, no. 876 00:46:35,080 --> 00:46:36,320 It's fine, let's go. I have thoughts. 877 00:46:37,120 --> 00:46:39,680 I I covered it in a newsletter this morning. 878 00:46:39,680 --> 00:46:44,760 So I I saw the I was scanning decrypts as I always do and I 879 00:46:44,760 --> 00:46:48,000 see this story Jelly Jelly founder calls meme coin a net 880 00:46:48,000 --> 00:46:50,680 positive. So basically, if folks don't 881 00:46:50,680 --> 00:46:56,680 remember I'm trying to fund his name, His name is escaping me. 882 00:46:56,880 --> 00:46:58,360 Lesson. He was cool. 883 00:46:58,840 --> 00:47:01,800 Lesson. Oh the Co founder? 884 00:47:01,800 --> 00:47:03,800 I thought you were telling the lesson, Guy Magden. 885 00:47:04,800 --> 00:47:07,920 Yeah, Magden Ismail, he, he's the, he's the founder of Jelly 886 00:47:07,920 --> 00:47:12,400 Jelly Co, founder of Venmo. So like, that's a pretty lofty 887 00:47:12,480 --> 00:47:15,000 resume. Of course, like they, that's 888 00:47:15,000 --> 00:47:19,080 which is why this Jelly Jelly token ran to $250 million. 889 00:47:19,080 --> 00:47:22,400 But then it was peak meme coin mania, like what like a week 890 00:47:22,400 --> 00:47:26,240 after Trump, I forget the exact timeline and then swiftly 891 00:47:26,800 --> 00:47:28,800 reversed. End up going down something like 892 00:47:28,800 --> 00:47:32,120 98%, hit 6,000,000. It was 14,000,000 this morning. 893 00:47:32,120 --> 00:47:35,960 But anyways, he's talking to the crypt saying he felt he thinks 894 00:47:35,960 --> 00:47:38,400 it's a positive. Says they've gotten 10,000 895 00:47:38,400 --> 00:47:41,560 signups in a day. That that day they got 10,000 896 00:47:41,560 --> 00:47:47,720 signups over time. That a genuine group has formed 897 00:47:47,720 --> 00:47:52,120 2 to 3000 people in our Discord and Telegram. 50% of the user 898 00:47:52,120 --> 00:47:54,440 base are people that hold the coin. 899 00:47:56,080 --> 00:47:59,160 So like, this is a tricky one, right? 900 00:47:59,520 --> 00:48:04,000 This is really tricky to call because like just look at that. 901 00:48:04,000 --> 00:48:05,440 Let's put price action on the meme coin aside. 902 00:48:05,440 --> 00:48:10,040 Like if you launch a token or an entity and you get 10,000 sign 903 00:48:10,040 --> 00:48:14,680 ups and you get 2 to 3000 people that become actual core users. 904 00:48:16,080 --> 00:48:18,400 But they're not right? So that's, that's the nuance, 905 00:48:18,400 --> 00:48:20,600 right? What do you mean they're not? 906 00:48:21,320 --> 00:48:25,400 They're not actually users. So the people signed up, they 907 00:48:25,400 --> 00:48:29,800 won based on the coin, right? Sure. 908 00:48:29,880 --> 00:48:30,960 I think we're going to agree to that. 909 00:48:31,120 --> 00:48:33,040 Yes. I want to know how many of the 910 00:48:33,040 --> 00:48:36,000 users are still using the thing. That's what you said like 2 to 911 00:48:36,000 --> 00:48:38,680 3000. OK, first of all, it's 912 00:48:38,720 --> 00:48:40,880 completely users app. I'll just put it out there. 913 00:48:41,800 --> 00:48:43,720 Even that guy couldn't even explain what the app was that 914 00:48:43,720 --> 00:48:45,640 day on the Spaces. It was like, yeah, it's like a 915 00:48:45,640 --> 00:48:47,760 podcast, This podcast. I'm never going to forget that 916 00:48:48,760 --> 00:48:50,080 Nobody wants a new social platform. 917 00:48:51,840 --> 00:48:54,280 It's it's crazy. Like, I don't know, I guess this 918 00:48:54,280 --> 00:48:56,200 one doesn't sit right with me. It never will. 919 00:48:56,320 --> 00:48:57,840 I hated it from day one. You know that. 920 00:48:58,240 --> 00:48:59,560 But. I think they they made a lot of 921 00:48:59,560 --> 00:49:02,360 mistakes early on, right? Like they had no, they didn't 922 00:49:02,360 --> 00:49:03,200 have a plan. It's. 923 00:49:03,640 --> 00:49:05,680 Like they were making fun of us the entire time. 924 00:49:06,280 --> 00:49:10,760 So a lot of things went wrong, but I want to like if like 925 00:49:10,760 --> 00:49:12,880 what's if if price action played out differently. 926 00:49:12,880 --> 00:49:17,520 Like let's say this had slow grinded up like like let's say 927 00:49:17,520 --> 00:49:20,200 the chart looked like the please chart and. 928 00:49:20,200 --> 00:49:21,960 I have it handy here. The Jelly. 929 00:49:22,280 --> 00:49:27,360 The Jelly team got 10,000 sign ups and 2000 core users over a 930 00:49:27,360 --> 00:49:29,680 month. Are are we talking much more 931 00:49:29,680 --> 00:49:32,640 positively about Internet capital markets and using meme 932 00:49:32,640 --> 00:49:37,880 coins to build app communities? I do agree. 933 00:49:38,040 --> 00:49:47,040 I think that tokens, OK, put it that way, this is as if I would 934 00:49:47,040 --> 00:49:52,480 have launched Myriad Token Day 0 and then claimed all the users 935 00:49:52,480 --> 00:49:56,200 are the other thing. Instead, you're building a 936 00:49:56,200 --> 00:49:58,920 product that people want to use, incentivizing and let's say with 937 00:49:58,920 --> 00:50:00,200 points. You could argue that there's 938 00:50:00,200 --> 00:50:04,720 points and then you go key. You'll teach at the right time, 939 00:50:04,720 --> 00:50:07,200 right place. These guys did the other way. 940 00:50:07,480 --> 00:50:10,400 They launched a meme coin gas lit people thinking it's just a 941 00:50:10,400 --> 00:50:12,920 meme coin that has nothing else came into the space kind of 942 00:50:12,920 --> 00:50:15,760 laughed at us on that Twitter space is made a nothing burger. 943 00:50:15,760 --> 00:50:19,120 Casey Neistat warned them by the way on that Twitter spaces and 944 00:50:19,120 --> 00:50:21,400 they are claiming that it was a net positive and this and that 945 00:50:21,440 --> 00:50:24,080 at the detriment of thousands of people that got destroyed. 946 00:50:24,240 --> 00:50:26,000 Not a single person made money on this thing right. 947 00:50:26,760 --> 00:50:29,960 That's I guess the difference in my opinion is that you don't 948 00:50:29,960 --> 00:50:32,480 have to launch meme coin ahead of time to bring attention. 949 00:50:32,680 --> 00:50:36,960 The Co founder of Venmo, if he's so such a big founder, right 950 00:50:36,960 --> 00:50:38,920 Tyler, you said like the resume speak for itself. 951 00:50:38,960 --> 00:50:42,560 I can't even knock down this man is more successful. 952 00:50:42,960 --> 00:50:46,240 I must say that will ever because maybe one day, but more 953 00:50:46,240 --> 00:50:48,280 successful than where I'm at now at today. 954 00:50:48,320 --> 00:50:52,080 And that's for sure all of them, but they didn't need to do that. 955 00:50:53,360 --> 00:50:56,760 There's so many ways that you can attract the attention of the 956 00:50:56,760 --> 00:51:00,560 crypto community by embracing it because you know how we are in 957 00:51:00,560 --> 00:51:02,040 this space. We love when big founders 958 00:51:02,040 --> 00:51:03,920 acknowledge us. Oh look, he's talking about 959 00:51:03,920 --> 00:51:06,200 crypto. He could have gone on APR tour 960 00:51:06,200 --> 00:51:09,400 and a press tour and talked about Bitcoin and even meme 961 00:51:09,400 --> 00:51:12,520 coins or bought meme coins. Or actually he could have 962 00:51:12,520 --> 00:51:15,520 adopted different meme coins on Jelly Jelly that were popular 963 00:51:15,520 --> 00:51:17,640 and gotten more users than that. Actually, as a matter of fact, 964 00:51:18,480 --> 00:51:21,440 I'm willing to bet anything that had he adopted meme coins on 965 00:51:21,440 --> 00:51:24,040 Jelly Jelly or talked about it, he had way more than 2000 users 966 00:51:24,440 --> 00:51:26,720 active right now and been part of it. 967 00:51:26,720 --> 00:51:28,560 You know what I mean, Tyler, That I think that's the way I 968 00:51:28,560 --> 00:51:29,680 see it. Like you don't have to launch a 969 00:51:29,680 --> 00:51:34,120 Beam coin and then pump it on Twitter Space is like a mad man 970 00:51:34,120 --> 00:51:38,280 for like 10 hours a day. Yeah, I think they definitely 971 00:51:38,280 --> 00:51:40,440 made some mistakes. I'm not here to defend them. 972 00:51:40,440 --> 00:51:41,200 Yeah. No, no, no. 973 00:51:41,400 --> 00:51:43,960 I'm just trying to think back to this core concept, right? 974 00:51:43,960 --> 00:51:46,880 It's like we've seen this some kind of play out in the NFT 975 00:51:46,880 --> 00:51:49,200 space through a degree where you basically launch an NFT and then 976 00:51:49,200 --> 00:51:51,000 you build a company from there. Right. 977 00:51:51,240 --> 00:51:52,640 But and it's just different than mincoins. 978 00:51:53,880 --> 00:51:56,600 He should have done Jelly Jelly NFTS sure, 10,000 Jelly Jelly 979 00:51:56,600 --> 00:52:02,680 NFTS sure actually slow slow grinded NFTS are a great way 980 00:52:03,120 --> 00:52:05,560 NFTS what I like about them Tyler a lot last cycle do a 981 00:52:05,560 --> 00:52:09,080 great way to crowdfund and to build something. 982 00:52:09,280 --> 00:52:12,240 Meme coins are not. We all know meme coins are a 983 00:52:12,240 --> 00:52:12,840 casino. How? 984 00:52:13,760 --> 00:52:15,560 Are they? I mean, but like aren't. 985 00:52:15,560 --> 00:52:18,040 They how are they different? Because NFTS are just tokens 986 00:52:18,040 --> 00:52:19,800 with that was the Kobe line Exactly. 987 00:52:19,960 --> 00:52:23,080 Yeah, that question. Well, I'd argue that what you're 988 00:52:23,080 --> 00:52:25,320 seeing right now with the different projects shows that 989 00:52:25,320 --> 00:52:29,120 they're a little different. We'll see if I'm wrong, but I'd 990 00:52:29,120 --> 00:52:34,160 argue that, you know, I'd argue that NFTS right now, like och 991 00:52:34,760 --> 00:52:38,920 building a game around it. Look, I don't know what good 992 00:52:38,920 --> 00:52:41,760 vibes club's going to become, but no offense, the people good 993 00:52:41,760 --> 00:52:42,800 vibes club. Are you listening? 994 00:52:42,840 --> 00:52:45,640 It could be nothing in two months or it could be something, 995 00:52:47,480 --> 00:52:49,440 you know, Rodritos was an NFT company. 996 00:52:50,280 --> 00:52:52,880 We still are at the core. We're always going to be sure 997 00:52:52,880 --> 00:52:54,600 you're pivoting a bit towards British markets etcetera. 998 00:52:54,600 --> 00:52:57,960 But then NFT still at the core of it, you, you know, there's, 999 00:52:58,240 --> 00:53:00,040 there's a lot of things that come out of that in my opinion 1000 00:53:00,520 --> 00:53:03,440 that are different. I feel like NFTS has at least a 1001 00:53:03,440 --> 00:53:06,560 a few dozen teams who are still building. 1002 00:53:06,840 --> 00:53:08,120 Right. If you look at 2021, there's 1003 00:53:08,120 --> 00:53:13,400 still some that came out of. That no E which is A is a very 1004 00:53:13,400 --> 00:53:17,160 clear difference, right? It's harder to dump NFTS, you're 1005 00:53:17,160 --> 00:53:19,760 right, sneaker dad. It's also easier. 1006 00:53:20,600 --> 00:53:23,480 I mean, when you wake up tomorrow, it's 90% down, I 1007 00:53:23,480 --> 00:53:25,560 guarantee you. And I'm sorry, I'm still using 1008 00:53:25,560 --> 00:53:26,880 Good Vibes Club because it's relevant, guys. 1009 00:53:26,880 --> 00:53:28,320 I'm not trying to like pump a bag over whatever. 1010 00:53:28,320 --> 00:53:30,600 It's just relevant. They're not going to just drop 1011 00:53:30,600 --> 00:53:33,080 90% overnight. Sure, if Good Vibes Club starts 1012 00:53:33,080 --> 00:53:36,360 dumping, it'll dump slowly, but it's not going to go -99% 1013 00:53:36,360 --> 00:53:38,400 because you can't just like rug liquidy pool or something like 1014 00:53:38,400 --> 00:53:39,360 that, Tyler, you know what I mean? 1015 00:53:39,760 --> 00:53:43,600 Like not overnight. It could dump over months, but I 1016 00:53:43,600 --> 00:53:45,120 don't think it's like dumping overnight. 1017 00:53:45,120 --> 00:53:48,320 Even your masks, the Sam's Pratt, the stock are NFTS. 1018 00:53:48,320 --> 00:53:53,560 Like sure, they went from 4K to 8K on the show the day to 18K 1019 00:53:53,560 --> 00:53:55,560 this weekend. Now they're back to 13 K, but 1020 00:53:55,560 --> 00:54:00,160 it's not like they're going to go from 18K to 5K from Saturday 1021 00:54:00,160 --> 00:54:04,000 to Sunday morning. Would you say MOG has a team? 1022 00:54:04,720 --> 00:54:08,600 Yes. And like, would you compare them 1023 00:54:09,320 --> 00:54:11,280 to an? NFT project. 1024 00:54:11,480 --> 00:54:15,360 Like a top 30 NFT team. Yes, top five NFT team actually 1025 00:54:15,480 --> 00:54:18,480 in terms of how hard they work and I know that because we've 1026 00:54:18,480 --> 00:54:20,480 worked with them. They sponsored our Basil 1027 00:54:20,600 --> 00:54:23,280 actuation, the sponsor consensus Hong Kong activation. 1028 00:54:23,800 --> 00:54:27,080 So and I can tell you they operate like very well, like 1029 00:54:27,080 --> 00:54:29,240 professionally. Yeah, Yeah, I saw going. 1030 00:54:29,280 --> 00:54:31,160 To that down in Miami, I would agree. 1031 00:54:33,040 --> 00:54:35,280 And even then, like it's still a good mark. 1032 00:54:35,280 --> 00:54:38,480 I know it sucks. Went from 1.5 billion to 150 1033 00:54:38,480 --> 00:54:40,040 million or 200 million. It's like right now. 1034 00:54:40,040 --> 00:54:44,240 But if I had to bet on if I close my eyes and right now I 1035 00:54:44,240 --> 00:54:46,120 make my let's say we're an extended bear market right now 1036 00:54:46,400 --> 00:54:49,160 and I have to start nibbling into a meme coin that has a 1037 00:54:49,160 --> 00:54:51,880 team. I'm picking that one almost 10 1038 00:54:51,880 --> 00:54:57,280 times out of 10. Even right now, Mog's market cap 1039 00:54:57,280 --> 00:54:59,120 is 184,000,000. There you go. 1040 00:54:59,320 --> 00:55:03,160 There are two NFT collection with a higher market cap than 1041 00:55:03,160 --> 00:55:04,800 that. There you go. 1042 00:55:07,400 --> 00:55:08,360 So there's that. They're out there. 1043 00:55:08,920 --> 00:55:11,160 Well, it's possible, but like we still have many examples of it, 1044 00:55:11,160 --> 00:55:12,320 so I guess that's. But no, you're right. 1045 00:55:13,120 --> 00:55:15,160 Yeah, it's tricky. What? 1046 00:55:15,160 --> 00:55:16,680 Could have been, I don't. Have any answers on this one? 1047 00:55:16,680 --> 00:55:18,440 It's just like it's an interesting discussion. 1048 00:55:18,840 --> 00:55:22,560 Yeah, what could have been the best one for that example could 1049 00:55:22,560 --> 00:55:26,680 have been D Gods. They had the token, the NFT, 1050 00:55:28,520 --> 00:55:31,240 what could have been there could have been something that defies 1051 00:55:31,240 --> 00:55:33,800 that say hey, like it's both NFT and meme. 1052 00:55:35,480 --> 00:55:38,200 You know, it's like it's, you know, they, they could build 1053 00:55:38,200 --> 00:55:40,920 something around that. Let's see what red guy does. 1054 00:55:40,920 --> 00:55:43,600 You know, red guy know tokens down bad because the mark is 1055 00:55:43,600 --> 00:55:45,080 down bad. It's on the theorem because it's 1056 00:55:45,080 --> 00:55:47,560 not worse because of that. Still have it. 1057 00:55:47,800 --> 00:55:49,480 And you know, they're building a lot. 1058 00:55:50,160 --> 00:55:53,040 OV hinted at some stuff this weekend again, so there's some 1059 00:55:53,040 --> 00:55:55,000 examples, but at least out of NFC. 1060 00:55:55,240 --> 00:55:58,040 But these are meme 'cause that came out after the NFT was 1061 00:55:58,040 --> 00:56:01,280 built, like Ovi built a community around, wrecked three 1062 00:56:01,280 --> 00:56:06,240 years, launched a product, sold it out, and then launched a 1063 00:56:06,240 --> 00:56:09,840 coin, you know what I mean? So yeah, so going back to Jelly, 1064 00:56:09,840 --> 00:56:12,080 Jelly Fan, just think, see, there's so many ways to do 1065 00:56:12,080 --> 00:56:15,120 things better than to just ship it. 1066 00:56:16,000 --> 00:56:19,000 He does say that in the article 2° they're like, so I think the 1067 00:56:19,160 --> 00:56:22,440 the author asked him the question like, would you raise 1068 00:56:22,440 --> 00:56:26,040 capital this way again? And they come out and say well 1069 00:56:26,320 --> 00:56:30,480 it it's 0 sum. So probably not basically is 1070 00:56:30,480 --> 00:56:32,680 what they said. So I think they did admit that 1071 00:56:33,080 --> 00:56:37,320 maybe that wasn't the the single best approach. 1072 00:56:37,720 --> 00:56:40,920 But yeah, definitely do not try to. 1073 00:56:41,840 --> 00:56:44,280 There's so many. I mean, The thing is, OK, get 1074 00:56:44,280 --> 00:56:45,760 it? If you're like a nothing burger, 1075 00:56:45,760 --> 00:56:49,200 like nobody knows you, whatever the fuck, sure you got to carry 1076 00:56:49,200 --> 00:56:50,560 attention. But these guys already have all 1077 00:56:50,560 --> 00:56:53,680 the attention in the world. So if meme coins are a way to 1078 00:56:53,680 --> 00:56:56,440 capture attention, sure, you're right. 1079 00:56:56,440 --> 00:57:02,240 This is true. So RNFTS but but Sam Lessin has 1080 00:57:02,240 --> 00:57:09,440 111,000 followers and he's got a huge newsletter and the guy, the 1081 00:57:09,440 --> 00:57:11,240 other guy is the Co founder of Venmo. 1082 00:57:11,240 --> 00:57:14,560 You know what I mean? They don't need attention. 1083 00:57:14,840 --> 00:57:16,240 You know, they got all the attention. 1084 00:57:16,240 --> 00:57:18,280 They got Casey Neistat, for what it's worth, all the Twitter 1085 00:57:18,280 --> 00:57:19,320 spaces they want. You know what I mean? 1086 00:57:19,320 --> 00:57:24,560 Like there there was like that spaces was stacked with like San 1087 00:57:24,560 --> 00:57:28,360 Francisco celebrities, you know, like like founders, startup 1088 00:57:28,360 --> 00:57:32,040 founder celebrities, right? So I don't know, I just think 1089 00:57:32,040 --> 00:57:34,040 there's better ways. So yeah, I'm never going to like 1090 00:57:34,040 --> 00:57:37,040 that one no matter what. And I also think the app is 1091 00:57:37,040 --> 00:57:39,800 completely useless. But but that's another 1092 00:57:39,800 --> 00:57:42,520 conversation. It's like a podcast that's 1093 00:57:42,520 --> 00:57:47,480 podcast me out FOMO hour. Podcast. 1094 00:57:47,480 --> 00:57:48,920 Podcast. Yeah. 1095 00:57:49,360 --> 00:57:52,720 So anyways, I know we're we're up on time. 1096 00:57:52,720 --> 00:57:55,040 Just realized this. Was there anything I missed or? 1097 00:57:57,000 --> 00:57:59,480 Just like the Kaido hack real quick folks like if you are, if 1098 00:57:59,480 --> 00:58:02,000 you are live trading these markets and you see a single 1099 00:58:02,000 --> 00:58:06,160 tweet and it's like a surprising tweet for you, maybe don't rush 1100 00:58:06,160 --> 00:58:08,720 to buy or sell like. Maybe the? 1101 00:58:09,320 --> 00:58:11,880 Situation developed. I think it's worse right now 1102 00:58:11,880 --> 00:58:14,720 because we've got so many citizen journalists out there 1103 00:58:14,720 --> 00:58:17,560 and people trying to farm Kaido and trying to farm engagement 1104 00:58:17,560 --> 00:58:20,240 and clout. People are are reposting these 1105 00:58:20,240 --> 00:58:22,520 things without having done any research of diligence to 1106 00:58:22,520 --> 00:58:26,680 understand if it's real or not. So I, I saw that Kaido tweet and 1107 00:58:26,680 --> 00:58:30,800 then the the account tweeted out that several of their wallets 1108 00:58:30,800 --> 00:58:37,680 have been conflicted and the token started selling off. 1109 00:58:37,680 --> 00:58:39,280 And I was watching. I was like, well, this, this, I 1110 00:58:39,720 --> 00:58:41,360 don't know something. Barely right? 1111 00:58:41,920 --> 00:58:44,960 It the token wasn't dropping as much as like I would have 1112 00:58:44,960 --> 00:58:50,160 expected if like one of the team wallets was actually exposed so. 1113 00:58:50,200 --> 00:58:52,360 120. Wait a little bit. 1114 00:58:52,720 --> 00:58:54,480 I didn't tweet it. I saw several people tweet about 1115 00:58:54,480 --> 00:58:58,080 it and then 10 minutes later several of the Kaido team 1116 00:58:58,080 --> 00:58:59,840 members say, yeah, our account was hacked. 1117 00:59:00,200 --> 00:59:02,000 We have full control over our wallets. 1118 00:59:02,000 --> 00:59:06,880 So just just be careful out there and also if you're racing 1119 00:59:06,880 --> 00:59:13,400 to to amplify potentially fake news, maybe take a breather. 1120 00:59:13,880 --> 00:59:19,840 Yeah, this is the way he goes. Fucking farmers. 1121 00:59:21,440 --> 00:59:23,920 Also, like this is a new tactic that these hackers are using. 1122 00:59:23,920 --> 00:59:26,920 So they're, I feel like we we would see people lose their CT 1123 00:59:27,040 --> 00:59:29,640 accounts or get hacked and then it would be like some egregious. 1124 00:59:29,640 --> 00:59:31,120 So like here's a, here's a token where. 1125 00:59:31,120 --> 00:59:35,760 I want. This was a very normal tweet 1126 00:59:35,760 --> 00:59:39,000 that like looked like it could be real, like they they weren't 1127 00:59:39,000 --> 00:59:41,720 launching a new token. They were just talking about 1128 00:59:41,720 --> 00:59:43,920 some of the team laws. But the detective here's that 1129 00:59:43,920 --> 00:59:48,920 they've gone short on perps markets. 1130 00:59:49,480 --> 00:59:54,360 Whatever happened to Quacks I? Think they're still out there at 1131 00:59:54,360 --> 00:59:57,120 the building are. They I was just trying to see 1132 00:59:57,120 --> 00:59:58,720 there's a leaderboard. There's still not a leaderboard. 1133 01:00:01,360 --> 01:00:02,520 Yeah. So I don't there's not anything 1134 01:00:02,520 --> 01:00:05,960 to do like if you're trying to get some quacks, just tweet like 1135 01:00:05,960 --> 01:00:10,400 you normally would and you'll accumulate some quacks and 1136 01:00:10,400 --> 01:00:12,000 hopefully they'll turn into something at some point. 1137 01:00:12,800 --> 01:00:18,760 Yeah, it's, it's it's interesting anyways. 1138 01:00:18,760 --> 01:00:21,280 All right. Well, look, I think we went 1139 01:00:21,280 --> 01:00:23,560 around the horn pretty well today, but there's a lot I like 1140 01:00:23,560 --> 01:00:26,480 this when there's a something, see NFTS bring that out though 1141 01:00:26,480 --> 01:00:29,320 that we talked about something for like 20 minutes because the 1142 01:00:29,320 --> 01:00:31,000 NFTS talk. See, this is good. 1143 01:00:31,040 --> 01:00:33,120 I like that. So what are you talking about? 1144 01:00:33,120 --> 01:00:34,600 The mean coins? Oh, this thing's up. 1145 01:00:34,640 --> 01:00:35,800 Nothing's down. Cool. 1146 01:00:36,120 --> 01:00:38,720 Awesome. Tyler, you got to fix the pre 1147 01:00:38,720 --> 01:00:40,000 start. Dude, you had me buying the top. 1148 01:00:40,000 --> 01:00:45,520 So no, I didn't buy the top. I bought the almost top with 1149 01:00:45,520 --> 01:00:47,840 tiny size just for five. I don't know. 1150 01:00:48,240 --> 01:00:51,680 I got tired of saying I'm not in this one and now I am and I'm 1151 01:00:51,680 --> 01:00:52,680 down. Fuck. 1152 01:00:54,720 --> 01:00:56,840 It looked like we were going to keep printing that higher, 1153 01:00:56,840 --> 01:01:01,240 higher level and then we. It all depends on the market, so 1154 01:01:01,240 --> 01:01:02,960 let's kind of sit in the bed right now. 1155 01:01:02,960 --> 01:01:06,120 Fucking 125. We'll see where we're at. 1156 01:01:06,360 --> 01:01:09,080 I mean, there's always de risking also ahead of FOMC. 1157 01:01:09,440 --> 01:01:11,320 You never know. Big myriad market. 1158 01:01:11,320 --> 01:01:13,680 A few hours left if you're in grief. 1159 01:01:15,040 --> 01:01:17,760 Dude, that market's going to be a sweat, huh? 1160 01:01:18,080 --> 01:01:22,240 Real sweat. This is you got a couple more 1161 01:01:22,240 --> 01:01:26,240 hours, I think to put some to your bids in here and then and 1162 01:01:26,640 --> 01:01:29,320 got some news for all you guys. We're going to launch like 10 1163 01:01:29,320 --> 01:01:34,760 markets this week for USCC. So expect a lot, expect March 1164 01:01:34,760 --> 01:01:42,120 Madness, expect F1 in China and some fun stuff around Solana 1165 01:01:42,120 --> 01:01:46,840 price total of three BTC ratios, geopolitics, geopolitics, 1166 01:01:46,840 --> 01:01:50,280 Ukraine and Russia, some culture stuff. 1167 01:01:50,280 --> 01:01:52,280 So expect a lot of money markets. 1168 01:01:52,560 --> 01:01:56,240 They're coming, they're coming. And they were hearing about the 1169 01:01:56,240 --> 01:01:57,640 referrals. There was just a little tech 1170 01:01:57,640 --> 01:02:00,400 problem in the back end that we're solving so that we can 1171 01:02:00,400 --> 01:02:01,920 find and launch the referral program. 1172 01:02:01,920 --> 01:02:04,480 So I'm really sorry about that, but it's coming. 1173 01:02:04,480 --> 01:02:07,840 But things are cooking. Tyler, we crossed 8000 active 1174 01:02:07,840 --> 01:02:11,280 traders this weekend. Yeah, we doubled the numbers in 1175 01:02:12,080 --> 01:02:13,920 two days. So it's good. 1176 01:02:13,920 --> 01:02:16,640 We're about to hit half $1,000,000 in USDC volume traded 1177 01:02:17,320 --> 01:02:19,760 today. So it's a it's big yeah, fear 1178 01:02:19,760 --> 01:02:22,320 and green index. I don't know, Tyler. 1179 01:02:22,320 --> 01:02:24,960 I'm really liking the no. 32 right now. 1180 01:02:25,440 --> 01:02:29,800 It was at 30 yesterday. So if we dip to 82 K, we're 1181 01:02:29,800 --> 01:02:32,880 probably going to 30. The question is like what? 1182 01:02:33,240 --> 01:02:35,880 What would need to happen to to go below 30? 1183 01:02:36,200 --> 01:02:42,080 Because the market is at 30 or higher, so the yes is 30, yes, 1184 01:02:42,080 --> 01:02:47,000 30 is a yes, 29 is a no. So the question is do we really 1185 01:02:47,000 --> 01:02:50,880 go back to 30, see where do we go on there? 1186 01:02:52,720 --> 01:02:56,320 I'm surprised at the 80% on the yes here Tyler like I think. 1187 01:02:56,880 --> 01:03:01,320 Well, third play, yes, Yeah. So that's why, because I think 1188 01:03:01,880 --> 01:03:06,800 it's 30 is like a fairly safe backboard unless some fall off 1189 01:03:06,800 --> 01:03:07,720 today. But if you see the wheels 1190 01:03:07,720 --> 01:03:12,520 falling off, start nuking. Maybe go check that line. 1191 01:03:13,840 --> 01:03:16,800 Definitely go check that out. All right, well, we'll be sure 1192 01:03:16,800 --> 01:03:18,280 to check that line tomorrow morning. 1193 01:03:18,280 --> 01:03:21,640 Teddy, I'm Easter Standard Time for the episode of FOMO Hour on 1194 01:03:21,640 --> 01:03:23,520 my radio. Let's go.